Filed October 14, 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 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 | $103,401 | $89,753+15.2% | $107,525-3.8% | $84,808+21.9% |
| Participation rate | 76.7% | 68.1%+8.6pp | 75.1%+1.6pp | 68.3%+8.4pp |
| Annual return | 10.70% | 29.48%-18.8pp | 181.32%-170.6pp | 40.90%-30.2pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,856 | $4,056-4.9% | $5,116-24.6% | $4,212-8.4% |
| Admin fee / account holder | $17,636 | $7,222+144.2% | $8,919+97.7% | $7,344+140.2% |