Filed May 8, 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 | $60,704 | $90,519-32.9% | $93,789-35.3% | $134,475-54.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -27.23% | -15.72%-11.5pp | -11.33%-15.9pp | 417.96%-445.2pp |
| Employer contribution / active EE | $9,859 | $4,343+127.0% | $4,323+128.1% | $4,740+108.0% |
| Participant deferral / active EE | $8,976 | $5,978+50.1% | $6,094+47.3% | $6,400+40.3% |
| Admin fee / account holder | $9,482 | $9,252+2.5% | $7,195+31.8% | $11,426-17.0% |