Filed October 31, 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 | $5,247 | $27,915-81.2% | $58,482-91.0% | $75,163-93.0% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 14.71% | 44.20%-29.5pp | 4239.32%-4224.6pp | 160.62%-145.9pp |
| Employer contribution / active EE | $155 | $669-76.9% | $1,053-85.3% | $2,670-94.2% |
| Participant deferral / active EE | $1,122 | $1,201-6.6% | $1,924-41.7% | $4,125-72.8% |
| Admin fee / account holder | $587 | $1,726-66.0% | $2,516-76.7% | $5,651-89.6% |