Filed August 29, 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 | $175,211 | $109,359+60.2% | $162,163+8.0% | $72,985+140.1% |
| Participation rate | 92.2% | 84.3%+7.9pp | 87.6%+4.6pp | 69.5%+22.7pp |
| Annual return | 17.46% | 25.46%-8.0pp | 115.59%-98.1pp | 81.00%-63.5pp |
| Employer contribution / active EE | $3,774 | $3,907-3.4% | $5,614-32.8% | $2,440+54.7% |
| Participant deferral / active EE | $6,294 | $5,481+14.8% | $7,298-13.8% | $3,607+74.5% |
| Admin fee / account holder | $1,781 | $7,972-77.7% | $10,843-83.6% | $5,124-65.2% |