Filed August 22, 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 | $106,829 | $69,977+52.7% | $108,579-1.6% | $62,891+69.9% |
| Participation rate | 92.4% | 72.9%+19.5pp | 79.6%+12.8pp | 69.3%+23.1pp |
| Annual return | 1.61% | 10.73%-9.1pp | -51.70%+53.3pp | 20.14%-18.5pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,112 | $3,165-1.7% | $4,311-27.8% | $3,203-2.8% |
| Admin fee / account holder | $13,808 | $5,076+172.0% | $7,645+80.6% | $4,296+221.4% |