Filed May 7, 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 7-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 | $135,529 | $59,107+129.3% | $86,436+56.8% | $68,494+97.9% |
| Participation rate | 93.2% | 75.2%+18.0pp | 80.3%+12.9pp | 67.9%+25.4pp |
| Annual return | -22.60% | -0.23%-22.4pp | 4394.89%-4417.5pp | -7.84%-14.8pp |
| Employer contribution / active EE | $14,834 | $2,519+488.9% | $3,769+293.6% | $2,596+471.4% |
| Participant deferral / active EE | $16,251 | $5,901+175.4% | $6,952+133.8% | $4,027+303.5% |
| Admin fee / account holder | $3,150 | $5,637-44.1% | $6,731-53.2% | $5,403-41.7% |