Filed October 29, 2017
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,772 | $94,529-69.6% | $140,016-79.5% | $64,186-55.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -7.52% | 7.77%-15.3pp | 651.12%-658.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,512 | $3,812-34.1% | $5,606-55.2% | $2,381+5.5% |
| Participant deferral / active EE | $2,584 | $5,250-50.8% | $6,927-62.7% | $3,470-25.5% |
| Admin fee / account holder | $4,293 | $6,741-36.3% | $10,705-59.9% | $4,888-12.2% |