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 | $66,885 | $86,929-23.1% | $102,423-34.7% | $80,856-17.3% |
| Participation rate | 97.9% | 72.4%+25.5pp | 76.5%+21.4pp | 67.6%+30.2pp |
| Annual return | -53.43% | 18.88%-72.3pp | 29.32%-82.8pp | 35.59%-89.0pp |
| Employer contribution / active EE | $10,649 | $2,369+349.4% | $3,023+252.2% | $2,755+286.5% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $3,223 | $8,049-60.0% | $9,451-65.9% | $6,918-53.4% |