Filed June 30, 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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,898 | $94,529-65.2% | $140,016-76.5% | $64,186-48.7% |
| Participation rate | 70.2% | 84.1%-13.9pp | 87.5%-17.3pp | 69.6%+0.6pp |
| Annual return | -14.29% | 7.77%-22.1pp | 651.12%-665.4pp | 7.63%-21.9pp |
| Employer contribution / active EE | $748 | $3,812-80.4% | $5,606-86.7% | $2,381-68.6% |
| Participant deferral / active EE | $4,127 | $5,250-21.4% | $6,927-40.4% | $3,470+18.9% |
| Admin fee / account holder | $1,952 | $6,741-71.0% | $10,705-81.8% | $4,888-60.1% |