Filed February 5, 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 | $144,122 | $74,927+92.3% | $101,794+41.6% | $84,808+69.9% |
| Participation rate | 87.3% | 61.4%+25.9pp | 69.2%+18.1pp | 68.3%+19.0pp |
| Annual return | 9.46% | 18.70%-9.2pp | 30.53%-21.1pp | 40.90%-31.4pp |
| Employer contribution / active EE | $2,065 | $1,522+35.7% | $2,289-9.8% | $2,631-21.5% |
| Participant deferral / active EE | $5,904 | $3,099+90.5% | $4,084+44.6% | $4,212+40.2% |
| Admin fee / account holder | $2,351 | $6,514-63.9% | $8,777-73.2% | $7,344-68.0% |