Filed May 10, 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 | $34,846 | $45,073-22.7% | $69,455-49.8% | $72,985-52.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 4.60% | 22.65%-18.1pp | 28.97%-24.4pp | 81.00%-76.4pp |
| Employer contribution / active EE | $3,322 | $2,054+61.7% | $2,779+19.5% | $2,440+36.2% |
| Participant deferral / active EE | $4,371 | $2,602+68.0% | $3,535+23.6% | $3,607+21.2% |
| Admin fee / account holder | $1,899 | $3,056-37.8% | $3,839-50.5% | $5,124-62.9% |