Filed January 14, 2019
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 | $116,769 | $48,230+142.1% | $67,502+73.0% | $80,856+44.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 9.79% | 18.28%-8.5pp | 3512.12%-3502.3pp | 35.59%-25.8pp |
| Employer contribution / active EE | $4,185 | $2,020+107.2% | $2,731+53.2% | $2,755+51.9% |
| Participant deferral / active EE | $5,820 | $2,924+99.1% | $4,000+45.5% | $4,296+35.5% |
| Admin fee / account holder | $13,693 | $3,681+272.0% | $3,998+242.5% | $6,918+97.9% |