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 | $16,682 | $29,660-43.8% | $56,411-70.4% | $80,856-79.4% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 9.67% | 35.23%-25.6pp | 1701.33%-1691.7pp | 35.59%-25.9pp |
| Employer contribution / active EE | $326 | $669-51.2% | $1,039-68.6% | $2,755-88.1% |
| Participant deferral / active EE | $2,249 | $1,226+83.4% | $1,952+15.2% | $4,296-47.7% |
| Admin fee / account holder | $3,169 | $2,428+30.6% | $2,829+12.0% | $6,918-54.2% |