Filed October 23, 2017
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 | $167,294 | $54,705+205.8% | $71,209+134.9% | $84,808+97.3% |
| Participation rate | 82.0% | 64.1%+17.9pp | 73.8%+8.2pp | 68.3%+13.7pp |
| Annual return | 13.26% | 35.90%-22.6pp | 282.51%-269.3pp | 40.90%-27.6pp |
| Employer contribution / active EE | $4,239 | $2,158+96.5% | $2,721+55.8% | $2,631+61.1% |
| Participant deferral / active EE | $6,187 | $3,030+104.2% | $4,175+48.2% | $4,212+46.9% |
| Admin fee / account holder | $8,327 | $4,863+71.2% | $5,349+55.7% | $7,344+13.4% |