Filed May 6, 2020
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 5-year trajectory for $4.99 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 | $97,522 | $210,698-53.7% | $178,014-45.2% | $145,959-33.2% |
| Participation rate | 88.9% | 80.8%+8.1pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 4.86% | 386.27%-381.4pp | 294.80%-289.9pp | 561.95%-557.1pp |
| Employer contribution / active EE | $6,403 | $4,567+40.2% | $3,950+62.1% | $4,661+37.4% |
| Participant deferral / active EE | $11,925 | $6,958+71.4% | $6,276+90.0% | $6,689+78.3% |
| Admin fee / account holder | $1,304 | $12,016-89.1% | $10,362-87.4% | $13,398-90.3% |