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 | $67,093 | $167,484-59.9% | $151,611-55.7% | $134,475-50.1% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -18.49% | 7.80%-26.3pp | 3.33%-21.8pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,456 | $6,829-64.0% | $6,166-60.2% | $4,740-48.2% |
| Participant deferral / active EE | $2,351 | $8,986-73.8% | $8,363-71.9% | $6,400-63.3% |
| Admin fee / account holder | $1,065 | $13,783-92.3% | $11,616-90.8% | $11,426-90.7% |