Filed December 21, 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 | $80,911 | $53,777+50.5% | $134,143-39.7% | $79,858+1.3% |
| Participation rate | 76.5% | 58.8%+17.7pp | 72.2%+4.3pp | 69.6%+6.8pp |
| Annual return | 5.58% | 19.01%-13.4pp | 36.33%-30.7pp | 31.71%-26.1pp |
| Employer contribution / active EE | $2,509 | $1,321+89.9% | $3,704-32.2% | $2,471+1.6% |
| Participant deferral / active EE | $2,983 | $2,420+23.3% | $3,499-14.7% | $3,740-20.2% |
| Admin fee / account holder | $3,775 | $3,984-5.3% | $6,684-43.5% | $5,306-28.9% |