Filed November 7, 2017
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,549 | $49,173+65.8% | $121,098-32.7% | $75,163+8.5% |
| Participation rate | 72.8% | 55.4%+17.4pp | 69.5%+3.3pp | 67.2%+5.6pp |
| Annual return | 4.47% | 55.99%-51.5pp | 985.75%-981.3pp | 160.62%-156.1pp |
| Employer contribution / active EE | $849 | $1,546-45.0% | $4,164-79.6% | $2,670-68.2% |
| Participant deferral / active EE | $1,679 | $2,628-36.1% | $4,080-58.8% | $4,125-59.3% |
| Admin fee / account holder | $15,755 | $3,942+299.7% | $5,644+179.1% | $5,651+178.8% |