Filed May 22, 2019
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 5-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 | $55,640 | $201,272-72.4% | $184,203-69.8% | $145,922-61.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -9.31% | 29.00%-38.3pp | 28.81%-38.1pp | 561.29%-570.6pp |
| Employer contribution / active EE | $2,536 | $7,022-63.9% | $6,427-60.5% | $4,660-45.6% |
| Participant deferral / active EE | $8,329 | $9,806-15.1% | $9,131-8.8% | $6,688+24.5% |
| Admin fee / account holder | $11,225 | $16,364-31.4% | $13,901-19.3% | $13,397-16.2% |