Filed November 28, 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 9-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 | $234,624 | $100,852+132.6% | $90,404+159.5% | $158,922+47.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -12.44% | 1724.20%-1736.6pp | 1293.02%-1305.5pp | 302.83%-315.3pp |
| Employer contribution / active EE | $50,000 | $3,689+1255.6% | $3,262+1432.8% | $4,761+950.2% |
| Participant deferral / active EE | $23,292 | $4,348+435.7% | $3,963+487.7% | $5,982+289.4% |
| Admin fee / account holder | $57,596 | $6,501+786.0% | $5,611+926.5% | $11,246+412.2% |