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 | $204,568 | $91,538+123.5% | $129,995+57.4% | $75,163+172.2% |
| Participation rate | 90.6% | 71.4%+19.1pp | 78.5%+12.1pp | 67.2%+23.4pp |
| Annual return | 12.83% | -631.11%+643.9pp | -137.18%+150.0pp | 160.62%-147.8pp |
| Employer contribution / active EE | $14,157 | $2,845+397.6% | $4,320+227.7% | $2,670+430.3% |
| Participant deferral / active EE | $14,336 | $4,341+230.3% | $5,820+146.3% | $4,125+247.5% |
| Admin fee / account holder | $12,567 | $6,790+85.1% | $10,614+18.4% | $5,651+122.4% |