Filed June 10, 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.
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 | $189,559 | $102,382+85.1% | $147,005+28.9% | $80,874+134.4% |
| Participation rate | 92.1% | 75.8%+16.3pp | 82.2%+9.9pp | 67.6%+24.5pp |
| Annual return | 25.98% | 134.89%-108.9pp | 418.76%-392.8pp | 35.62%-9.6pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $12,498 | $6,646+88.0% | $8,070+54.9% | $4,297+190.9% |
| Admin fee / account holder | $11,796 | $7,942+48.5% | $13,006-9.3% | $6,935+70.1% |