Filed April 27, 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 | $139,972 | $98,750+41.7% | $149,696-6.5% | $79,858+75.3% |
| Participation rate | 98.5% | 75.8%+22.8pp | 82.5%+16.1pp | 69.6%+28.9pp |
| Annual return | 11.53% | 27.43%-15.9pp | 276.60%-265.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $3,835 | $3,216+19.2% | $4,644-17.4% | $2,471+55.2% |
| Participant deferral / active EE | $10,051 | $5,680+77.0% | $6,842+46.9% | $3,740+168.7% |
| Admin fee / account holder | $34,022 | $6,053+462.1% | $9,309+265.5% | $5,306+541.2% |