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 | $169,005 | $81,900+106.4% | $119,609+41.3% | $68,494+146.7% |
| Participation rate | 98.0% | 71.9%+26.1pp | 79.3%+18.8pp | 67.9%+30.2pp |
| Annual return | -18.91% | -23.82%+4.9pp | -14.97%-3.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $13,011 | $2,693+383.1% | $4,232+207.5% | $2,596+401.1% |
| Participant deferral / active EE | $14,715 | $4,148+254.8% | $5,602+162.7% | $4,027+265.4% |
| Admin fee / account holder | $10,223 | $6,582+55.3% | $10,323-1.0% | $5,403+89.2% |