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 | $54,419 | $46,553+16.9% | $64,056-15.0% | $75,163-27.6% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 10.90% | 26.03%-15.1pp | 33.69%-22.8pp | 160.62%-149.7pp |
| Employer contribution / active EE | $4,333 | $1,974+119.5% | $2,747+57.8% | $2,670+62.3% |
| Participant deferral / active EE | $3,693 | $2,837+30.2% | $3,880-4.8% | $4,125-10.5% |
| Admin fee / account holder | $435 | $2,952-85.3% | $3,068-85.8% | $5,651-92.3% |