Filed February 26, 2016
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 | $35,594 | $99,918-64.4% | $81,382-56.3% | $145,922-75.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 23.94% | 34.32%-10.4pp | 24.73%-0.8pp | 561.29%-537.3pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,367 | $4,605-26.9% | $3,883-13.3% | $6,688-49.7% |
| Admin fee / account holder | $4,903 | $8,212-40.3% | $5,768-15.0% | $13,397-63.4% |