Filed April 24, 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 | $54,985 | $190,805-71.2% | $159,960-65.6% | $134,475-59.1% |
| Participation rate | 85.7% | 81.9%+3.8pp | 78.0%+7.8pp | 81.2%+4.5pp |
| Annual return | -22.04% | 552.23%-574.3pp | 408.60%-430.6pp | 417.96%-440.0pp |
| Employer contribution / active EE | $2,478 | $4,995-50.4% | $4,226-41.4% | $4,740-47.7% |
| Participant deferral / active EE | $4,309 | $6,923-37.8% | $6,182-30.3% | $6,400-32.7% |
| Admin fee / account holder | $418 | $10,471-96.0% | $8,698-95.2% | $11,426-96.3% |