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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244 | $88,594-99.7% | $70,092-99.7% | $134,475-99.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -2054.89% | 442.67%-2497.6pp | 190.73%-2245.6pp | 417.96%-2472.9pp |
| Employer contribution / active EE | $43,998 | $3,233+1261.0% | $2,559+1619.5% | $4,740+828.3% |
| Participant deferral / active EE | $0 | $4,772-100.0% | $3,849-100.0% | $6,400-100.0% |
| Admin fee / account holder | $7,689 | $10,441-26.4% | $6,267+22.7% | $11,426-32.7% |