Filed March 23, 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 7-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.
Employer 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 | $126,271 | $181,894-30.6% | $156,549-19.3% | $273,961-53.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.08% | 30.74%-22.7pp | 32.23%-24.1pp | 41.45%-33.4pp |
| Employer contribution / active EE | $30 | $6,248-99.5% | $5,501-99.4% | $4,869-99.4% |
| Participant deferral / active EE | $13,329 | $5,550+140.2% | $4,871+173.6% | $5,287+152.1% |
| Admin fee / account holder | $9,660 | $15,559-37.9% | $13,027-25.9% | $10,132-4.7% |