Filed September 25, 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.
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 | $23,491 | $114,381-79.5% | $107,525-78.2% | $142,382-83.5% |
| Participation rate | 93.8% | 78.1%+15.6pp | 75.1%+18.7pp | 80.1%+13.6pp |
| Annual return | 14.59% | 242.71%-228.1pp | 181.32%-166.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,984 | $5,564-46.4% | $5,116-41.7% | $6,507-54.1% |
| Admin fee / account holder | $1,281 | $9,860-87.0% | $8,919-85.6% | $12,624-89.9% |