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 | $151,501 | $72,492+109.0% | $87,100+73.9% | $72,985+107.6% |
| Participation rate | 90.3% | 72.8%+17.5pp | 76.9%+13.5pp | 69.5%+20.8pp |
| Annual return | 21.37% | 24.46%-3.1pp | 28.19%-6.8pp | 81.00%-59.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $17,210 | $3,270+426.4% | $4,049+325.1% | $3,607+377.1% |
| Admin fee / account holder | $4,242 | $5,055-16.1% | $7,497-43.4% | $5,124-17.2% |