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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,613 | $138,347-44.6% | $184,203-58.4% | $80,856-5.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 13.53% | 20.02%-6.5pp | 28.81%-15.3pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,322 | $4,850-52.1% | $6,427-63.9% | $2,755-15.7% |
| Participant deferral / active EE | $2,458 | $7,071-65.2% | $9,131-73.1% | $4,296-42.8% |
| Admin fee / account holder | $8,568 | $10,483-18.3% | $13,901-38.4% | $6,918+23.8% |