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 | $70,117 | $60,124+16.6% | $90,404-22.4% | $79,858-12.2% |
| Participation rate | 90.7% | 65.0%+25.7pp | 72.7%+18.0pp | 69.6%+21.1pp |
| Annual return | 1.41% | 71.94%-70.5pp | 1293.02%-1291.6pp | 31.71%-30.3pp |
| Employer contribution / active EE | $2,282 | $2,068+10.4% | $3,262-30.0% | $2,471-7.6% |
| Participant deferral / active EE | $3,641 | $2,938+23.9% | $3,963-8.1% | $3,740-2.6% |
| Admin fee / account holder | $4,669 | $3,976+17.4% | $5,611-16.8% | $5,306-12.0% |