Filed March 26, 2018
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 | $45,765 | $123,793-63.0% | $177,821-74.3% | $79,858-42.7% |
| Participation rate | 70.2% | 84.7%-14.4pp | 87.7%-17.5pp | 69.6%+0.6pp |
| Annual return | 18.37% | 22.82%-4.5pp | 48.32%-30.0pp | 31.71%-13.3pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,169 | $5,956-30.0% | $7,714-46.0% | $3,740+11.5% |
| Admin fee / account holder | $652 | $7,243-91.0% | $12,427-94.8% | $5,306-87.7% |