Filed October 23, 2017
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.
Employer 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 | $80,741 | $95,803-15.7% | $113,168-28.7% | $84,808-4.8% |
| Participation rate | 89.8% | 72.9%+16.9pp | 76.6%+13.2pp | 68.3%+21.5pp |
| Annual return | 12.34% | 25.00%-12.7pp | 24.27%-11.9pp | 40.90%-28.6pp |
| Employer contribution / active EE | $645 | $2,360-72.7% | $2,975-78.3% | $2,631-75.5% |
| Participant deferral / active EE | $4,385 | $4,242+3.4% | $5,107-14.1% | $4,212+4.1% |
| Admin fee / account holder | $16,602 | $8,989+84.7% | $12,068+37.6% | $7,344+126.1% |