Filed June 1, 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 | $120,036 | $94,529+27.0% | $140,016-14.3% | $64,186+87.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -8.46% | 7.77%-16.2pp | 651.12%-659.6pp | 7.63%-16.1pp |
| Employer contribution / active EE | $3,372 | $3,812-11.5% | $5,606-39.8% | $2,381+41.6% |
| Participant deferral / active EE | $9,106 | $5,250+73.4% | $6,927+31.5% | $3,470+162.5% |
| Admin fee / account holder | $1,135 | $6,741-83.2% | $10,705-89.4% | $4,888-76.8% |