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 | $177,989 | $77,503+129.7% | $100,391+77.3% | $80,856+120.1% |
| Participation rate | 97.1% | 76.9%+20.2pp | 81.5%+15.6pp | 67.6%+29.5pp |
| Annual return | 11.29% | 37.20%-25.9pp | 49.20%-37.9pp | 35.59%-24.3pp |
| Employer contribution / active EE | $17,711 | $2,801+532.4% | $3,942+349.3% | $2,755+542.9% |
| Participant deferral / active EE | $18,090 | $6,820+165.2% | $8,082+123.8% | $4,296+321.1% |
| Admin fee / account holder | $12,013 | $5,897+103.7% | $7,899+52.1% | $6,918+73.6% |