Filed November 2, 2018
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 | $96,379 | $77,660+24.1% | $109,143-11.7% | $79,386+21.4% |
| Participation rate | 78.0% | 67.8%+10.2pp | 75.9%+2.1pp | 70.7%+7.3pp |
| Annual return | 11.71% | 23.44%-11.7pp | 25.75%-14.0pp | 116.85%-105.1pp |
| Employer contribution / active EE | $8,514 | $2,797+204.3% | $3,722+128.7% | $2,427+250.7% |
| Participant deferral / active EE | $1,681 | $3,518-52.2% | $4,653-63.9% | $4,046-58.4% |
| Admin fee / account holder | $2,519 | $732+244.0% | $6,752-62.7% | $626+302.1% |