Filed September 20, 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 | $74,759 | $61,660+21.2% | $80,019-6.6% | $64,186+16.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -8.13% | -0.33%-7.8pp | 11.22%-19.3pp | 7.63%-15.8pp |
| Employer contribution / active EE | $3,307 | $1,810+82.7% | $2,468+34.0% | $2,381+38.9% |
| Participant deferral / active EE | $3,447 | $2,968+16.2% | $3,686-6.5% | $3,470-0.6% |
| Admin fee / account holder | $14,577 | $5,417+169.1% | $6,521+123.5% | $4,888+198.2% |