Filed July 9, 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 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 | $162,089 | $78,705+105.9% | $117,854+37.5% | $70,131+131.1% |
| Participation rate | 86.4% | 73.2%+13.2pp | 79.7%+6.7pp | 69.5%+16.8pp |
| Annual return | 10.55% | 23.30%-12.7pp | 335.08%-324.5pp | 73.14%-62.6pp |
| Employer contribution / active EE | $2,076 | $2,223-6.6% | $3,786-45.2% | $2,342-11.4% |
| Participant deferral / active EE | $4,327 | $3,297+31.2% | $4,482-3.5% | $3,332+29.9% |
| Admin fee / account holder | $555 | $5,065-89.0% | $8,020-93.1% | $4,645-88.0% |