Filed August 18, 2015
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 | $82,027 | $65,395+25.4% | $182,532-55.1% | $72,985+12.4% |
| Participation rate | 89.3% | 65.4%+23.8pp | 78.0%+11.3pp | 69.5%+19.8pp |
| Annual return | 21.56% | 27.68%-6.1pp | 148.54%-127.0pp | 81.00%-59.4pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,282 | $3,563+104.4% | $5,524+31.8% | $3,607+101.9% |
| Admin fee / account holder | $9,183 | $4,245+116.3% | $8,592+6.9% | $5,124+79.2% |