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 | $178,184 | $57,541+209.7% | $95,745+86.1% | $75,163+137.1% |
| Participation rate | 92.1% | 62.5%+29.6pp | 72.3%+19.8pp | 67.2%+24.9pp |
| Annual return | 69.68% | 34.93%+34.7pp | 28.35%+41.3pp | 160.62%-90.9pp |
| Employer contribution / active EE | $3,706 | $1,808+105.0% | $2,835+30.7% | $2,670+38.8% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,245-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,161 | $4,099-47.3% | $5,678-61.9% | $5,651-61.8% |