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 | $48,479 | $49,173-1.4% | $121,098-60.0% | $75,163-35.5% |
| Participation rate | 95.5% | 55.4%+40.1pp | 69.5%+26.0pp | 67.2%+28.3pp |
| Annual return | -4.93% | 55.99%-60.9pp | 985.75%-990.7pp | 160.62%-165.5pp |
| Employer contribution / active EE | $1,517 | $1,546-1.9% | $4,164-63.6% | $2,670-43.2% |
| Participant deferral / active EE | $4,887 | $2,628+86.0% | $4,080+19.8% | $4,125+18.5% |
| Admin fee / account holder | $4,657 | $3,942+18.2% | $5,644-17.5% | $5,651-17.6% |