Filed December 21, 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 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 | $229,680 | $98,240+133.8% | $82,313+179.0% | $147,584+55.6% |
| Participation rate | 92.9% | 79.7%+13.1pp | 76.9%+16.0pp | 82.8%+10.0pp |
| Annual return | 17.81% | 30.85%-13.0pp | 25.88%-8.1pp | 578.55%-560.7pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $13,218 | $4,383+201.6% | $3,706+256.6% | $5,439+143.0% |
| Admin fee / account holder | $10,827 | $8,563+26.4% | $5,608+93.1% | $10,885-0.5% |