Filed June 7, 2019
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 | $100,024 | $89,698+11.5% | $103,476-3.3% | $80,856+23.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | 10.98% | 22.78%-11.8pp | 23.90%-12.9pp | 35.59%-24.6pp |
| Employer contribution / active EE | $11,255 | $4,018+180.1% | $4,672+140.9% | $2,755+308.6% |
| Participant deferral / active EE | $10,297 | $5,456+88.7% | $6,623+55.5% | $4,296+139.7% |
| Admin fee / account holder | $16,703 | $6,768+146.8% | $9,413+77.5% | $6,918+141.5% |