Filed November 17, 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 | $26,781 | $45,566-41.2% | $64,105-58.2% | $59,632-55.1% |
| Participation rate | 78.9% | 60.2%+18.8pp | 68.2%+10.8pp | 68.7%+10.3pp |
| Annual return | -3.81% | 4.95%-8.8pp | 791.24%-795.1pp | 2041.28%-2045.1pp |
| Employer contribution / active EE | $3,838 | $934+310.9% | $1,820+110.9% | $2,203+74.3% |
| Participant deferral / active EE | $2,580 | $2,057+25.5% | $2,822-8.6% | $3,192-19.2% |
| Admin fee / account holder | $831 | $3,268-74.6% | $4,499-81.5% | $4,297-80.7% |