Filed December 1, 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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,944 | $53,516+53.1% | $126,539-35.2% | $84,808-3.4% |
| Participation rate | 96.1% | 58.2%+37.8pp | 69.8%+26.3pp | 68.3%+27.8pp |
| Annual return | 11.20% | 58.34%-47.1pp | 425.95%-414.7pp | 40.90%-29.7pp |
| Employer contribution / active EE | $6,497 | $1,535+323.3% | $3,674+76.8% | $2,631+146.9% |
| Participant deferral / active EE | $0 | $2,671-100.0% | $4,083-100.0% | $4,212-100.0% |
| Admin fee / account holder | $5,986 | $4,497+33.1% | $6,065-1.3% | $7,344-18.5% |