Filed October 4, 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 6-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 | $41,301 | $178,174-76.8% | $156,181-73.6% | $137,256-69.9% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 14.65% | 84.19%-69.5pp | 64.87%-50.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,057 | $4,972-78.7% | $4,294-75.4% | $4,156-74.6% |
| Participant deferral / active EE | $8,967 | $6,888+30.2% | $6,132+46.2% | $6,407+40.0% |
| Admin fee / account holder | $10,742 | $17,404-38.3% | $14,586-26.4% | $12,270-12.5% |