Filed September 10, 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 | $40,856 | $85,766-52.4% | $136,294-70.0% | $70,131-41.7% |
| Participation rate | 75.0% | 74.2%+0.8pp | 81.9%-6.9pp | 69.5%+5.5pp |
| Annual return | 10.87% | 31.45%-20.6pp | 5155.94%-5145.1pp | 73.14%-62.3pp |
| Employer contribution / active EE | $1,523 | $2,966-48.7% | $4,695-67.6% | $2,342-35.0% |
| Participant deferral / active EE | $2,288 | $5,051-54.7% | $6,247-63.4% | $3,332-31.3% |
| Admin fee / account holder | $502 | $5,420-90.7% | $9,243-94.6% | $4,645-89.2% |