Filed November 3, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,854 | $171,865-81.5% | $149,718-78.7% | $147,584-78.4% |
| Participation rate | 92.3% | 88.2%+4.1pp | 87.1%+5.2pp | 82.8%+9.5pp |
| Annual return | 14.31% | 2113.22%-2098.9pp | 1501.63%-1487.3pp | 578.55%-564.2pp |
| Employer contribution / active EE | $2,379 | $6,275-62.1% | $5,445-56.3% | $4,876-51.2% |
| Participant deferral / active EE | $2,801 | $7,271-61.5% | $6,569-57.4% | $5,439-48.5% |
| Admin fee / account holder | $3,546 | $13,799-74.3% | $11,283-68.6% | $10,885-67.4% |