Filed July 12, 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 6-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 | $110,121 | $82,032+34.2% | $123,104-10.5% | $59,632+84.7% |
| Participation rate | 84.4% | 83.2%+1.2pp | 86.8%-2.4pp | 68.7%+15.7pp |
| Annual return | -2.01% | 5.12%-7.1pp | 13.22%-15.2pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $1,721 | $3,297-47.8% | $5,151-66.6% | $2,203-21.9% |
| Participant deferral / active EE | $2,519 | $4,667-46.0% | $6,230-59.6% | $3,192-21.1% |
| Admin fee / account holder | $10,932 | $5,881+85.9% | $9,015+21.3% | $4,297+154.4% |