Filed May 11, 2020
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 | $160,932 | $92,985+73.1% | $153,485+4.9% | $80,856+99.0% |
| Participation rate | 96.8% | 69.0%+27.8pp | 77.1%+19.7pp | 67.6%+29.1pp |
| Annual return | 10.08% | 19.95%-9.9pp | 15.65%-5.6pp | 35.59%-25.5pp |
| Employer contribution / active EE | $15,742 | $3,507+348.8% | $5,039+212.4% | $2,755+471.4% |
| Participant deferral / active EE | $9,482 | $5,178+83.1% | $6,757+40.3% | $4,296+120.7% |
| Admin fee / account holder | $162,484 | $8,880+1729.7% | $12,724+1176.9% | $6,918+2248.7% |