Filed October 22, 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 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 | $114,952 | $50,199+129.0% | $70,092+64.0% | $66,914+71.8% |
| Participation rate | 95.4% | 66.3%+29.0pp | 70.5%+24.9pp | 69.8%+25.6pp |
| Annual return | -21.69% | -13.85%-7.8pp | 190.73%-212.4pp | 1.58%-23.3pp |
| Employer contribution / active EE | $5,721 | $1,864+206.9% | $2,559+123.6% | $2,544+124.9% |
| Participant deferral / active EE | $6,188 | $3,112+98.8% | $3,849+60.8% | $4,237+46.0% |
| Admin fee / account holder | $12,052 | $600+1909.5% | $6,267+92.3% | $593+1931.5% |