Filed March 7, 2019
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.
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 | $108,060 | $165,984-34.9% | $164,813-34.4% | $145,922-25.9% |
| Participation rate | 95.7% | 82.0%+13.7pp | 78.6%+17.0pp | 80.3%+15.4pp |
| Annual return | 15.64% | 100.03%-84.4pp | 69.93%-54.3pp | 561.29%-545.6pp |
| Employer contribution / active EE | $0 | $5,273-100.0% | $4,341-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $12,125 | $6,959+74.2% | $6,031+101.0% | $6,688+81.3% |
| Admin fee / account holder | $3,660 | $16,648-78.0% | $12,690-71.2% | $13,397-72.7% |