Filed February 28, 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 9-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 | $45,247 | $76,552-40.9% | $123,892-63.5% | $62,891-28.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | -8.19% | 18.68%-26.9pp | 47.52%-55.7pp | 20.14%-28.3pp |
| Employer contribution / active EE | $1,489 | $2,883-48.3% | $4,617-67.7% | $2,281-34.7% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,010 | $4,826-58.4% | $8,357-75.9% | $4,296-53.2% |