Filed January 27, 2020
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 | $61,895 | $71,883-13.9% | $86,677-28.6% | $68,494-9.6% |
| Participation rate | 89.1% | 72.2%+16.9pp | 76.6%+12.5pp | 67.9%+21.2pp |
| Annual return | -19.01% | 3.52%-22.5pp | 35.91%-54.9pp | -7.84%-11.2pp |
| Employer contribution / active EE | $2,978 | $2,173+37.1% | $2,836+5.0% | $2,596+14.7% |
| Participant deferral / active EE | $8,285 | $3,779+119.3% | $4,656+78.0% | $4,027+105.7% |
| Admin fee / account holder | $1,843 | $6,112-69.8% | $7,493-75.4% | $5,403-65.9% |