Filed September 25, 2015
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 | $55,933 | $110,094-49.2% | $151,611-63.1% | $68,494-18.3% |
| Participation rate | 90.6% | 84.0%+6.6pp | 87.5%+3.1pp | 67.9%+22.7pp |
| Annual return | -15.71% | -10.12%-5.6pp | 3.33%-19.0pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,288 | $4,471-71.2% | $6,166-79.1% | $2,596-50.4% |
| Participant deferral / active EE | $4,406 | $6,527-32.5% | $8,363-47.3% | $4,027+9.4% |
| Admin fee / account holder | $5,328 | $7,719-31.0% | $11,616-54.1% | $5,403-1.4% |