Filed October 23, 2017
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 | $91,129 | $78,422+16.2% | $95,952-5.0% | $79,858+14.1% |
| Participation rate | 96.3% | 73.5%+22.8pp | 77.1%+19.2pp | 69.6%+26.7pp |
| Annual return | -1.48% | 19.37%-20.9pp | 91.61%-93.1pp | 31.71%-33.2pp |
| Employer contribution / active EE | $8,389 | $1,945+331.3% | $2,541+230.1% | $2,471+239.5% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,810 | $5,622-50.0% | $6,795-58.6% | $5,306-47.0% |