Filed December 31, 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 8-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,195 | $65,365-84.4% | $92,893-89.0% | $72,985-86.0% |
| Participation rate | 87.2% | 68.3%+18.9pp | 76.0%+11.2pp | 69.5%+17.7pp |
| Annual return | 38.46% | 42.10%-3.6pp | 109.41%-71.0pp | 81.00%-42.5pp |
| Employer contribution / active EE | -$94 | $2,594-103.6% | $3,653-102.6% | $2,440-103.8% |
| Participant deferral / active EE | $7,101 | $3,128+127.0% | $4,236+67.6% | $3,607+96.8% |
| Admin fee / account holder | $643 | $4,251-84.9% | $5,794-88.9% | $5,124-87.5% |