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 | $70,559 | $209,832-66.4% | $189,513-62.8% | $167,490-57.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.61% | 748.27%-737.7pp | 555.15%-544.5pp | 478.56%-467.9pp |
| Employer contribution / active EE | $3,136 | $6,914-54.6% | $6,162-49.1% | $4,837-35.2% |
| Participant deferral / active EE | $2,219 | $8,935-75.2% | $8,221-73.0% | $6,341-65.0% |
| Admin fee / account holder | $40,644 | $14,293+184.4% | $12,045+237.4% | $12,309+230.2% |