Filed January 16, 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 9-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 | $60,503 | $53,596+12.9% | $90,645-33.3% | $64,186-5.7% |
| Participation rate | 96.8% | 64.5%+32.3pp | 74.0%+22.8pp | 69.6%+27.2pp |
| Annual return | 11.19% | 4.41%+6.8pp | 1.88%+9.3pp | 7.63%+3.6pp |
| Employer contribution / active EE | $2,709 | $1,503+80.3% | $2,532+7.0% | $2,381+13.8% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $3,425-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,248 | $3,868-67.7% | $4,994-75.0% | $4,888-74.5% |