Filed January 22, 2020
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 9-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 | $26,278 | $105,181-75.0% | $159,436-83.5% | $85,850-69.4% |
| Participation rate | 91.7% | 75.8%+15.9pp | 82.8%+8.8pp | 69.3%+22.4pp |
| Annual return | -98.39% | 45.07%-143.5pp | 263.57%-362.0pp | 318.53%-416.9pp |
| Employer contribution / active EE | $40,282 | $3,318+1113.9% | $4,829+734.1% | $2,565+1470.4% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $7,879 | $6,933+13.6% | $10,799-27.0% | $6,260+25.9% |