Filed December 1, 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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,012 | $148,978-49.6% | $200,582-62.6% | $84,808-11.6% |
| Participation rate | 96.8% | 84.2%+12.5pp | 86.9%+9.9pp | 68.3%+28.5pp |
| Annual return | 11.82% | 28.16%-16.3pp | 42.33%-30.5pp | 40.90%-29.1pp |
| Employer contribution / active EE | $2,498 | $4,815-48.1% | $6,419-61.1% | $2,631-5.0% |
| Participant deferral / active EE | $2,446 | $7,142-65.8% | $9,331-73.8% | $4,212-41.9% |
| Admin fee / account holder | $24,770 | $13,977+77.2% | $16,305+51.9% | $7,344+237.3% |