Filed February 28, 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 8-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 | $120,476 | $105,181+14.5% | $159,436-24.4% | $85,850+40.3% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.8%+10.5pp | 69.3%+24.0pp |
| Annual return | 42.78% | 45.07%-2.3pp | 263.57%-220.8pp | 318.53%-275.7pp |
| Employer contribution / active EE | $27,537 | $3,318+729.9% | $4,829+470.2% | $2,565+973.5% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $9,297 | $6,933+34.1% | $10,799-13.9% | $6,260+48.5% |