Filed August 16, 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 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 | $19,437 | $77,899-75.0% | $149,673-87.0% | $75,163-74.1% |
| Participation rate | 85.0% | 65.6%+19.4pp | 78.8%+6.2pp | 67.2%+17.8pp |
| Annual return | 12.17% | 31.72%-19.5pp | 134.42%-122.2pp | 160.62%-148.4pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,271 | $3,411-33.4% | $5,680-60.0% | $4,125-45.0% |
| Admin fee / account holder | $1,470 | $5,956-75.3% | $13,210-88.9% | $5,651-74.0% |