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 | $66,161 | $110,094-39.9% | $151,611-56.4% | $68,494-3.4% |
| Participation rate | 75.6% | 84.0%-8.4pp | 87.5%-11.9pp | 67.9%+7.7pp |
| Annual return | -16.78% | -10.12%-6.7pp | 3.33%-20.1pp | -7.84%-8.9pp |
| Employer contribution / active EE | $389 | $4,471-91.3% | $6,166-93.7% | $2,596-85.0% |
| Participant deferral / active EE | $5,312 | $6,527-18.6% | $8,363-36.5% | $4,027+31.9% |
| Admin fee / account holder | $794 | $7,719-89.7% | $11,616-93.2% | $5,403-85.3% |