Filed April 28, 2020
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 | $32,652 | $112,096-70.9% | $95,952-66.0% | $158,922-79.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 4.62% | 171.09%-166.5pp | 91.61%-87.0pp | 302.83%-298.2pp |
| Employer contribution / active EE | $4,994 | $3,198+56.2% | $2,541+96.5% | $4,761+4.9% |
| Participant deferral / active EE | $3,011 | $4,784-37.1% | $4,167-27.8% | $5,982-49.7% |
| Admin fee / account holder | $50,074 | $10,130+394.3% | $6,795+636.9% | $11,246+345.3% |