Filed December 31, 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 8-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,896 | $72,277-79.4% | $101,248-85.3% | $79,858-81.3% |
| Participation rate | 91.5% | 68.5%+23.0pp | 75.8%+15.7pp | 69.6%+21.9pp |
| Annual return | 26.23% | 22.30%+3.9pp | 46.47%-20.2pp | 31.71%-5.5pp |
| Employer contribution / active EE | $1,983 | $2,692-26.3% | $3,660-45.8% | $2,471-19.7% |
| Participant deferral / active EE | $4,697 | $3,282+43.1% | $4,370+7.5% | $3,740+25.6% |
| Admin fee / account holder | $1,155 | $4,400-73.7% | $5,945-80.6% | $5,306-78.2% |