Filed May 9, 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 6-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 | $79,931 | $77,813+2.7% | $123,544-35.3% | $64,186+24.5% |
| Participation rate | 75.7% | 74.7%+1.0pp | 82.3%-6.6pp | 69.6%+6.1pp |
| Annual return | -9.99% | 12.48%-22.5pp | 119.20%-129.2pp | 7.63%-17.6pp |
| Employer contribution / active EE | $5,795 | $3,014+92.3% | $4,628+25.2% | $2,381+143.4% |
| Participant deferral / active EE | $8,423 | $5,240+60.7% | $6,426+31.1% | $3,470+142.8% |
| Admin fee / account holder | $5,946 | $5,519+7.7% | $9,284-36.0% | $4,888+21.6% |