Filed July 12, 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 | $107,456 | $71,883+49.5% | $86,677+24.0% | $68,494+56.9% |
| Participation rate | 82.6% | 72.2%+10.4pp | 76.6%+6.0pp | 67.9%+14.7pp |
| Annual return | -20.33% | 3.52%-23.9pp | 35.91%-56.2pp | -7.84%-12.5pp |
| Employer contribution / active EE | $1,358 | $2,173-37.5% | $2,836-52.1% | $2,596-47.7% |
| Participant deferral / active EE | $3,873 | $3,779+2.5% | $4,656-16.8% | $4,027-3.8% |
| Admin fee / account holder | $2,380 | $6,112-61.1% | $7,493-68.2% | $5,403-55.9% |