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 | $72,613 | $125,758-42.3% | $169,993-57.3% | $75,163-3.4% |
| Participation rate | 91.5% | 83.6%+7.9pp | 87.0%+4.5pp | 67.2%+24.3pp |
| Annual return | 14.57% | 27.20%-12.6pp | 53.37%-38.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $1,411 | $4,615-69.4% | $6,785-79.2% | $2,670-47.2% |
| Participant deferral / active EE | $5,065 | $6,837-25.9% | $10,408-51.3% | $4,125+22.8% |
| Admin fee / account holder | $3,880 | $8,173-52.5% | $12,815-69.7% | $5,651-31.3% |