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 | $140,976 | $138,347+1.9% | $184,203-23.5% | $80,856+74.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 6.48% | 20.02%-13.5pp | 28.81%-22.3pp | 35.59%-29.1pp |
| Employer contribution / active EE | $4,111 | $4,850-15.3% | $6,427-36.0% | $2,755+49.2% |
| Participant deferral / active EE | $7,207 | $7,071+1.9% | $9,131-21.1% | $4,296+67.8% |
| Admin fee / account holder | $1,212 | $10,483-88.4% | $13,901-91.3% | $6,918-82.5% |