Filed March 29, 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 8-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 | $21,089 | $69,518-69.7% | $59,878-64.8% | $135,375-84.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -13.62% | 7.94%-21.6pp | 3.46%-17.1pp | 519.73%-533.3pp |
| Employer contribution / active EE | $6,805 | $3,235+110.4% | $2,722+150.0% | $4,779+42.4% |
| Participant deferral / active EE | $12,324 | $4,206+193.0% | $3,402+262.3% | $5,609+119.7% |
| Admin fee / account holder | $8,712 | $5,734+51.9% | $3,590+142.7% | $10,827-19.5% |