Filed January 4, 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 | $93,047 | $48,274+92.7% | $63,517+46.5% | $59,632+56.0% |
| Participation rate | 96.3% | 66.3%+30.0pp | 71.0%+25.3pp | 68.7%+27.6pp |
| Annual return | -2.98% | -240.79%+237.8pp | -70.30%+67.3pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $4,459 | $1,586+181.1% | $2,322+92.1% | $2,203+102.5% |
| Participant deferral / active EE | $7,550 | $2,343+222.3% | $2,953+155.6% | $3,192+136.5% |
| Admin fee / account holder | $5,197 | $3,600+44.4% | $5,892-11.8% | $4,297+20.9% |