Filed February 27, 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 | $142,117 | $125,758+13.0% | $169,993-16.4% | $75,163+89.1% |
| Participation rate | 90.3% | 83.6%+6.7pp | 87.0%+3.3pp | 67.2%+23.1pp |
| Annual return | 13.67% | 27.20%-13.5pp | 53.37%-39.7pp | 160.62%-147.0pp |
| Employer contribution / active EE | $1,271 | $4,615-72.4% | $6,785-81.3% | $2,670-52.4% |
| Participant deferral / active EE | $6,949 | $6,837+1.6% | $10,408-33.2% | $4,125+68.5% |
| Admin fee / account holder | $21,983 | $8,173+169.0% | $12,815+71.5% | $5,651+289.0% |