Filed March 19, 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 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 | $124,308 | $106,749+16.4% | $145,433-14.5% | $82,448+50.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 10.48% | 27.59%-17.1pp | 66.58%-56.1pp | 41.64%-31.2pp |
| Employer contribution / active EE | $3,744 | $3,444+8.7% | $4,554-17.8% | $2,551+46.8% |
| Participant deferral / active EE | $4,737 | $6,519-27.3% | $7,897-40.0% | $4,139+14.4% |
| Admin fee / account holder | $26,413 | $8,390+214.8% | $13,129+101.2% | $7,234+265.1% |