Filed January 25, 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 | $129,936 | $83,477+55.7% | $125,175+3.8% | $72,985+78.0% |
| Participation rate | 90.6% | 73.3%+17.3pp | 79.8%+10.8pp | 69.5%+21.1pp |
| Annual return | 5.98% | 25.78%-19.8pp | 43.79%-37.8pp | 81.00%-75.0pp |
| Employer contribution / active EE | $9,396 | $2,345+300.7% | $3,865+143.1% | $2,440+285.1% |
| Participant deferral / active EE | $10,372 | $3,585+189.3% | $4,937+110.1% | $3,607+187.5% |
| Admin fee / account holder | $1,541 | $5,517-72.1% | $9,702-84.1% | $5,124-69.9% |