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 9-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 | $75,474 | $90,519-16.6% | $93,789-19.5% | $134,475-43.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -27.16% | -15.72%-11.4pp | -11.33%-15.8pp | 417.96%-445.1pp |
| Employer contribution / active EE | $17,271 | $4,343+297.7% | $4,323+299.6% | $4,740+264.4% |
| Participant deferral / active EE | $13,708 | $5,978+129.3% | $6,094+124.9% | $6,400+114.2% |
| Admin fee / account holder | $44,817 | $9,252+384.4% | $7,195+522.9% | $11,426+292.2% |