Filed August 2, 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.
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 | $105,595 | $123,793-14.7% | $177,821-40.6% | $79,858+32.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 17.21% | 22.82%-5.6pp | 48.32%-31.1pp | 31.71%-14.5pp |
| Employer contribution / active EE | $2,180 | $4,095-46.8% | $5,918-63.2% | $2,471-11.8% |
| Participant deferral / active EE | $2,619 | $5,956-56.0% | $7,714-66.1% | $3,740-30.0% |
| Admin fee / account holder | $959 | $7,243-86.8% | $12,427-92.3% | $5,306-81.9% |