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 | $164,167 | $68,346+140.2% | $94,646+73.5% | $75,163+118.4% |
| Participation rate | 97.0% | 76.1%+20.9pp | 80.8%+16.1pp | 67.2%+29.8pp |
| Annual return | 14.85% | 616.93%-602.1pp | 156.71%-141.9pp | 160.62%-145.8pp |
| Employer contribution / active EE | $17,165 | $2,701+535.6% | $3,672+367.5% | $2,670+542.9% |
| Participant deferral / active EE | $19,157 | $6,537+193.0% | $7,418+158.3% | $4,125+364.4% |
| Admin fee / account holder | $21,910 | $5,326+311.4% | $7,231+203.0% | $5,651+287.7% |