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 | $52,353+56.5% | $120,225-31.8% | $82,448-0.6% |
| Participation rate | 96.1% | 58.3%+37.8pp | 69.6%+26.5pp | 68.1%+28.0pp |
| Annual return | 11.20% | 61.85%-50.7pp | 439.23%-428.0pp | 41.64%-30.4pp |
| Employer contribution / active EE | $6,497 | $1,510+330.3% | $3,475+86.9% | $2,551+154.7% |
| Participant deferral / active EE | $0 | $2,627-100.0% | $3,999-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,986 | $4,363+37.2% | $5,696+5.1% | $7,234-17.3% |