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 | $118,541 | $197,591-40.0% | $177,821-33.3% | $158,922-25.4% |
| Participation rate | 88.2% | 88.5%-0.3pp | 87.7%+0.5pp | 82.0%+6.3pp |
| Annual return | 25.14% | 58.76%-33.6pp | 48.32%-23.2pp | 302.83%-277.7pp |
| Employer contribution / active EE | $1,018 | $6,697-84.8% | $5,918-82.8% | $4,761-78.6% |
| Participant deferral / active EE | $5,402 | $8,405-35.7% | $7,714-30.0% | $5,982-9.7% |
| Admin fee / account holder | $18,095 | $15,399+17.5% | $12,427+45.6% | $11,246+60.9% |