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 | $6,934 | $29,660-76.6% | $56,411-87.7% | $80,856-91.4% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 8.62% | 35.23%-26.6pp | 1701.33%-1692.7pp | 35.59%-27.0pp |
| Employer contribution / active EE | $216 | $669-67.8% | $1,039-79.2% | $2,755-92.2% |
| Participant deferral / active EE | $1,878 | $1,226+53.1% | $1,952-3.8% | $4,296-56.3% |
| Admin fee / account holder | $1,192 | $2,428-50.9% | $2,829-57.9% | $6,918-82.8% |