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 | $227,164 | $109,881+106.7% | $150,045+51.4% | $84,808+167.9% |
| Participation rate | 91.9% | 76.1%+15.8pp | 82.3%+9.6pp | 68.3%+23.6pp |
| Annual return | 18.46% | 28.25%-9.8pp | 62.55%-44.1pp | 40.90%-22.4pp |
| Employer contribution / active EE | $7 | $3,561-99.8% | $4,693-99.9% | $2,631-99.7% |
| Participant deferral / active EE | $14,912 | $6,636+124.7% | $7,997+86.5% | $4,212+254.1% |
| Admin fee / account holder | $17,500 | $8,568+104.2% | $13,435+30.3% | $7,344+138.3% |