Filed July 13, 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 | $73,825 | $48,076+53.6% | $78,689-6.2% | $62,891+17.4% |
| Participation rate | 89.7% | 65.2%+24.5pp | 73.6%+16.2pp | 69.3%+20.4pp |
| Annual return | 3.79% | 31.35%-27.6pp | 62.18%-58.4pp | 20.14%-16.3pp |
| Employer contribution / active EE | $1,362 | $2,015-32.4% | $2,851-52.2% | $2,281-40.3% |
| Participant deferral / active EE | $3,396 | $2,588+31.3% | $3,517-3.4% | $3,203+6.0% |
| Admin fee / account holder | $1,075 | $3,207-66.5% | $4,510-76.2% | $4,296-75.0% |