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 | $92,909 | $138,347-32.8% | $184,203-49.6% | $80,856+14.9% |
| Participation rate | 73.2% | 83.9%-10.7pp | 86.8%-13.6pp | 67.6%+5.5pp |
| Annual return | 11.56% | 20.02%-8.5pp | 28.81%-17.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $821 | $4,850-83.1% | $6,427-87.2% | $2,755-70.2% |
| Participant deferral / active EE | $3,998 | $7,071-43.5% | $9,131-56.2% | $4,296-6.9% |
| Admin fee / account holder | $1,134 | $10,483-89.2% | $13,901-91.8% | $6,918-83.6% |