Filed June 6, 2019
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 | $99,370 | $86,286+15.2% | $111,297-10.7% | $85,850+15.7% |
| Participation rate | 93.3% | 73.3%+20.0pp | 77.3%+16.0pp | 69.3%+24.0pp |
| Annual return | 2.96% | 19.99%-17.0pp | 54.65%-51.7pp | 318.53%-315.6pp |
| Employer contribution / active EE | $2,144 | $2,043+4.9% | $2,731-21.5% | $2,565-16.4% |
| Participant deferral / active EE | $3,870 | $3,641+6.3% | $4,487-13.8% | $3,952-2.1% |
| Admin fee / account holder | $1,015 | $8,188-87.6% | $7,964-87.3% | $6,260-83.8% |