Filed April 19, 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 | $89,602 | $214,378-58.2% | $200,582-55.3% | $142,382-37.1% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 10.33% | 46.41%-36.1pp | 42.33%-32.0pp | 217.08%-206.7pp |
| Employer contribution / active EE | $8,953 | $6,841+30.9% | $6,419+39.5% | $4,299+108.3% |
| Participant deferral / active EE | $12,368 | $9,865+25.4% | $9,331+32.5% | $6,507+90.1% |
| Admin fee / account holder | $60,978 | $17,692+244.7% | $16,305+274.0% | $12,624+383.0% |