Filed November 5, 2016
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.
Participant 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,305 | $167,484-86.1% | $151,611-84.6% | $134,475-82.7% |
| Participation rate | 95.8% | 88.4%+7.5pp | 87.5%+8.3pp | 81.2%+14.6pp |
| Annual return | -12.03% | 7.80%-19.8pp | 3.33%-15.4pp | 417.96%-430.0pp |
| Employer contribution / active EE | $2,300 | $6,829-66.3% | $6,166-62.7% | $4,740-51.5% |
| Participant deferral / active EE | $2,847 | $8,986-68.3% | $8,363-66.0% | $6,400-55.5% |
| Admin fee / account holder | $3,552 | $13,783-74.2% | $11,616-69.4% | $11,426-68.9% |