Filed October 1, 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 8-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 | $101,006 | $159,901-36.8% | $146,958-31.3% | $145,922-30.8% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | -31.59% | 98.13%-129.7pp | 418.34%-449.9pp | 561.29%-592.9pp |
| Employer contribution / active EE | $29,251 | $5,286+453.4% | $4,933+493.0% | $4,660+527.8% |
| Participant deferral / active EE | $0 | $8,428-100.0% | $8,070-100.0% | $6,688-100.0% |
| Admin fee / account holder | $5,758 | $15,044-61.7% | $12,998-55.7% | $13,397-57.0% |