Filed October 11, 2019
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 | $119,049 | $78,705+51.3% | $117,854+1.0% | $70,131+69.8% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 11.25% | 23.30%-12.0pp | 335.08%-323.8pp | 73.14%-61.9pp |
| Employer contribution / active EE | $11,501 | $2,223+417.3% | $3,786+203.8% | $2,342+391.0% |
| Participant deferral / active EE | $2,173 | $3,297-34.1% | $4,482-51.5% | $3,332-34.8% |
| Admin fee / account holder | $15,987 | $5,065+215.6% | $8,020+99.3% | $4,645+244.2% |