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 | $112,711 | $63,861+76.5% | $104,607+7.7% | $79,858+41.1% |
| Participation rate | 93.1% | 64.9%+28.2pp | 74.1%+19.0pp | 69.6%+23.5pp |
| Annual return | 50.24% | 21.30%+28.9pp | 340.46%-290.2pp | 31.71%+18.5pp |
| Employer contribution / active EE | $3,379 | $1,588+112.8% | $2,681+26.1% | $2,471+36.8% |
| Participant deferral / active EE | $0 | $2,693-100.0% | $3,740-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,711 | $4,185-59.1% | $6,473-73.6% | $5,306-67.8% |