Filed May 2, 2017
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 | $74,622 | $48,265+54.6% | $68,791+8.5% | $68,494+8.9% |
| Participation rate | 92.0% | 60.7%+31.3pp | 69.0%+23.0pp | 67.9%+24.1pp |
| Annual return | -23.76% | -12.71%-11.1pp | -6.38%-17.4pp | -7.84%-15.9pp |
| Employer contribution / active EE | $3,267 | $1,829+78.6% | $2,655+23.0% | $2,596+25.8% |
| Participant deferral / active EE | $12,950 | $2,867+351.8% | $3,941+228.6% | $4,027+221.6% |
| Admin fee / account holder | $2,154 | $4,355-50.6% | $4,932-56.3% | $5,403-60.1% |