Filed June 21, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,719 | $137,414-73.3% | $189,513-80.6% | $85,850-57.2% |
| Participation rate | 88.7% | 84.6%+4.1pp | 87.8%+0.9pp | 69.3%+19.4pp |
| Annual return | 11.65% | 38.14%-26.5pp | 555.15%-543.5pp | 318.53%-306.9pp |
| Employer contribution / active EE | $2,457 | $4,344-43.5% | $6,162-60.1% | $2,565-4.2% |
| Participant deferral / active EE | $4,938 | $6,260-21.1% | $8,221-39.9% | $3,952+25.0% |
| Admin fee / account holder | $13,847 | $8,630+60.5% | $12,045+15.0% | $6,260+121.2% |