Filed November 17, 2017
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.
Participant 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 | $72,396 | $183,963-60.6% | $162,163-55.4% | $152,861-52.6% |
| Participation rate | 91.7% | 88.5%+3.2pp | 87.6%+4.1pp | 82.4%+9.2pp |
| Annual return | 16.51% | 150.76%-134.3pp | 115.59%-99.1pp | 345.32%-328.8pp |
| Employer contribution / active EE | $2,331 | $6,371-63.4% | $5,614-58.5% | $4,762-51.0% |
| Participant deferral / active EE | $1,252 | $8,034-84.4% | $7,298-82.8% | $5,850-78.6% |
| Admin fee / account holder | $1,116 | $13,121-91.5% | $10,843-89.7% | $11,596-90.4% |