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 | $88,672+16.6% | $105,223-1.7% | $82,448+25.4% |
| Participation rate | 76.7% | 67.9%+8.7pp | 75.0%+1.6pp | 68.1%+8.6pp |
| Annual return | 10.70% | 30.86%-20.2pp | 180.65%-169.9pp | 41.64%-30.9pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,856 | $4,036-4.5% | $5,072-24.0% | $4,139-6.8% |
| Admin fee / account holder | $17,636 | $7,146+146.8% | $8,859+99.1% | $7,234+143.8% |