Filed January 4, 2018
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 | $76,222 | $152,509-50.0% | $117,472-35.1% | $134,475-43.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -21.20% | 52.99%-74.2pp | 29.74%-50.9pp | 417.96%-439.2pp |
| Employer contribution / active EE | $4,143 | $5,571-25.6% | $4,176-0.8% | $4,740-12.6% |
| Participant deferral / active EE | $7,630 | $4,818+58.4% | $4,070+87.4% | $6,400+19.2% |
| Admin fee / account holder | $612 | $7,004-91.3% | $5,645-89.1% | $11,426-94.6% |