Filed August 26, 2019
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 | $109,484 | $89,753+22.0% | $107,525+1.8% | $84,808+29.1% |
| Participation rate | 77.1% | 68.1%+9.0pp | 75.1%+2.0pp | 68.3%+8.8pp |
| Annual return | -20.37% | 29.48%-49.8pp | 181.32%-201.7pp | 40.90%-61.3pp |
| Employer contribution / active EE | $3,564 | $3,113+14.5% | $3,754-5.0% | $2,631+35.5% |
| Participant deferral / active EE | $9,163 | $4,056+125.9% | $5,116+79.1% | $4,212+117.6% |
| Admin fee / account holder | $23,935 | $7,222+231.4% | $8,919+168.4% | $7,344+225.9% |