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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,464 | $137,414-47.3% | $189,513-61.8% | $85,850-15.6% |
| Participation rate | 70.4% | 84.6%-14.2pp | 87.8%-17.4pp | 69.3%+1.1pp |
| Annual return | 15.08% | 38.14%-23.1pp | 555.15%-540.1pp | 318.53%-303.5pp |
| Employer contribution / active EE | $1,002 | $4,344-76.9% | $6,162-83.7% | $2,565-60.9% |
| Participant deferral / active EE | $6,330 | $6,260+1.1% | $8,221-23.0% | $3,952+60.2% |
| Admin fee / account holder | $411 | $8,630-95.2% | $12,045-96.6% | $6,260-93.4% |