Filed August 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 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 | $39,577 | $57,281-30.9% | $86,612-54.3% | $75,163-47.3% |
| Participation rate | 98.0% | 63.2%+34.8pp | 71.7%+26.3pp | 67.2%+30.8pp |
| Annual return | 10.12% | 2670.75%-2660.6pp | 591.07%-580.9pp | 160.62%-150.5pp |
| Employer contribution / active EE | $3,602 | $2,314+55.6% | $3,022+19.2% | $2,670+34.9% |
| Participant deferral / active EE | $6,113 | $3,318+84.3% | $4,438+37.8% | $4,125+48.2% |
| Admin fee / account holder | $6,166 | $4,112+50.0% | $5,614+9.8% | $5,651+9.1% |