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 | $109,260 | $78,705+38.8% | $117,854-7.3% | $70,131+55.8% |
| Participation rate | 92.1% | 73.2%+18.9pp | 79.7%+12.5pp | 69.5%+22.6pp |
| Annual return | 7.51% | 23.30%-15.8pp | 335.08%-327.6pp | 73.14%-65.6pp |
| Employer contribution / active EE | $8,122 | $2,223+265.3% | $3,786+114.5% | $2,342+246.7% |
| Participant deferral / active EE | $3,425 | $3,297+3.9% | $4,482-23.6% | $3,332+2.8% |
| Admin fee / account holder | $10,765 | $5,065+112.5% | $8,020+34.2% | $4,645+131.7% |