Filed January 4, 2018
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,386 | $110,094-64.2% | $151,611-74.0% | $68,494-42.5% |
| Participation rate | 90.9% | 84.0%+6.9pp | 87.5%+3.4pp | 67.9%+23.0pp |
| Annual return | -5.82% | -10.12%+4.3pp | 3.33%-9.2pp | -7.84%+2.0pp |
| Employer contribution / active EE | $1,499 | $4,471-66.5% | $6,166-75.7% | $2,596-42.2% |
| Participant deferral / active EE | $2,638 | $6,527-59.6% | $8,363-68.5% | $4,027-34.5% |
| Admin fee / account holder | $11,393 | $7,719+47.6% | $11,616-1.9% | $5,403+110.9% |