Filed July 19, 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 | $97,278 | $197,591-50.8% | $177,821-45.3% | $158,922-38.8% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.7%+5.1pp | 82.0%+10.9pp |
| Annual return | 4.66% | 58.76%-54.1pp | 48.32%-43.7pp | 302.83%-298.2pp |
| Employer contribution / active EE | $3,158 | $6,697-52.8% | $5,918-46.6% | $4,761-33.7% |
| Participant deferral / active EE | $5,144 | $8,405-38.8% | $7,714-33.3% | $5,982-14.0% |
| Admin fee / account holder | $28,104 | $15,399+82.5% | $12,427+126.1% | $11,246+149.9% |