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 | $151,513 | $91,552+65.5% | $133,956+13.1% | $79,858+89.7% |
| Participation rate | 94.3% | 73.3%+21.0pp | 79.8%+14.5pp | 69.6%+24.7pp |
| Annual return | 8.24% | 61.85%-53.6pp | 45.09%-36.9pp | 31.71%-23.5pp |
| Employer contribution / active EE | $10,372 | $2,384+335.2% | $3,919+164.7% | $2,471+319.8% |
| Participant deferral / active EE | $11,862 | $3,733+217.7% | $5,048+135.0% | $3,740+217.2% |
| Admin fee / account holder | $1,679 | $6,321-73.4% | $8,927-81.2% | $5,306-68.4% |