Filed April 4, 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 | $110,041 | $183,963-40.2% | $162,163-32.1% | $152,861-28.0% |
| Participation rate | 84.2% | 88.5%-4.3pp | 87.6%-3.3pp | 82.4%+1.8pp |
| Annual return | 16.77% | 150.76%-134.0pp | 115.59%-98.8pp | 345.32%-328.5pp |
| Employer contribution / active EE | $1,034 | $6,371-83.8% | $5,614-81.6% | $4,762-78.3% |
| Participant deferral / active EE | $5,755 | $8,034-28.4% | $7,298-21.1% | $5,850-1.6% |
| Admin fee / account holder | $320 | $13,121-97.6% | $10,843-97.0% | $11,596-97.2% |