Filed July 19, 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 | $72,078 | $185,822-61.2% | $169,993-57.6% | $139,434-48.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.75% | 60.50%-47.7pp | 53.37%-40.6pp | 372.94%-360.2pp |
| Employer contribution / active EE | $7,095 | $7,590-6.5% | $6,785+4.6% | $4,751+49.3% |
| Participant deferral / active EE | $2,951 | $11,622-74.6% | $10,408-71.6% | $6,710-56.0% |
| Admin fee / account holder | $10,133 | $15,381-34.1% | $12,815-20.9% | $11,403-11.1% |