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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,954 | $46,869+30.1% | $122,332-50.2% | $70,131-13.1% |
| Participation rate | 87.8% | 58.2%+29.6pp | 71.6%+16.2pp | 69.5%+18.3pp |
| Annual return | 13.66% | 24.22%-10.6pp | 30.27%-16.6pp | 73.14%-59.5pp |
| Employer contribution / active EE | $4,266 | $1,288+231.3% | $4,050+5.3% | $2,342+82.1% |
| Participant deferral / active EE | $0 | $2,166-100.0% | $3,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,766 | $3,322+13.4% | $5,478-31.2% | $4,645-18.9% |