Filed May 27, 2015
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 | $101,886 | $81,900+24.4% | $119,609-14.8% | $68,494+48.8% |
| Participation rate | 77.1% | 71.9%+5.3pp | 79.3%-2.1pp | 67.9%+9.3pp |
| Annual return | -10.22% | -23.82%+13.6pp | -14.97%+4.7pp | -7.84%-2.4pp |
| Employer contribution / active EE | $418 | $2,693-84.5% | $4,232-90.1% | $2,596-83.9% |
| Participant deferral / active EE | $2,971 | $4,148-28.4% | $5,602-47.0% | $4,027-26.2% |
| Admin fee / account holder | $8,027 | $6,582+22.0% | $10,323-22.2% | $5,403+48.6% |