Filed November 2, 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.
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 | $166,643 | $65,395+154.8% | $182,532-8.7% | $72,985+128.3% |
| Participation rate | 85.5% | 65.4%+20.0pp | 78.0%+7.5pp | 69.5%+16.0pp |
| Annual return | 20.89% | 27.68%-6.8pp | 148.54%-127.6pp | 81.00%-60.1pp |
| Employer contribution / active EE | $7,726 | $1,911+304.2% | $4,076+89.5% | $2,440+216.7% |
| Participant deferral / active EE | $0 | $3,563-100.0% | $5,524-100.0% | $3,607-100.0% |
| Admin fee / account holder | $3,896 | $4,245-8.2% | $8,592-54.7% | $5,124-24.0% |