Filed September 8, 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 | $62,685 | $89,753-30.2% | $107,525-41.7% | $84,808-26.1% |
| Participation rate | 80.5% | 68.1%+12.4pp | 75.1%+5.4pp | 68.3%+12.2pp |
| Annual return | 10.38% | 29.48%-19.1pp | 181.32%-170.9pp | 40.90%-30.5pp |
| Employer contribution / active EE | $5,435 | $3,113+74.6% | $3,754+44.8% | $2,631+106.6% |
| Participant deferral / active EE | $10,591 | $4,056+161.1% | $5,116+107.0% | $4,212+151.5% |
| Admin fee / account holder | $17,753 | $7,222+145.8% | $8,919+99.0% | $7,344+141.7% |