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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,525 | $66,402+66.4% | $109,895+0.6% | $85,850+28.7% |
| Participation rate | 93.3% | 63.9%+29.5pp | 74.2%+19.1pp | 69.3%+24.0pp |
| Annual return | 8.37% | 19.59%-11.2pp | 29.45%-21.1pp | 318.53%-310.2pp |
| Employer contribution / active EE | $2,783 | $1,687+64.9% | $2,842-2.1% | $2,565+8.5% |
| Participant deferral / active EE | $0 | $2,842-100.0% | $4,048-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,077 | $4,557-76.4% | $6,066-82.2% | $6,260-82.8% |