Filed April 26, 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 | $85,937 | $89,355-3.8% | $141,162-39.1% | $72,985+17.7% |
| Participation rate | 98.1% | 75.1%+23.0pp | 82.5%+15.6pp | 69.5%+28.6pp |
| Annual return | -11.12% | 111.85%-123.0pp | 71.39%-82.5pp | 81.00%-92.1pp |
| Employer contribution / active EE | $16,346 | $3,114+424.9% | $4,735+245.2% | $2,440+570.0% |
| Participant deferral / active EE | $0 | $5,418-100.0% | $6,709-100.0% | $3,607-100.0% |
| Admin fee / account holder | $5,554 | $5,958-6.8% | $10,261-45.9% | $5,124+8.4% |