Filed November 4, 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 9-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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,788 | $84,487-56.5% | $125,339-70.6% | $66,914-45.0% |
| Participation rate | 78.9% | 76.4%+2.5pp | 82.4%-3.5pp | 69.8%+9.1pp |
| Annual return | -25.61% | -8.39%-17.2pp | 572.05%-597.7pp | 1.58%-27.2pp |
| Employer contribution / active EE | $4 | $3,553-99.9% | $4,814-99.9% | $2,544-99.8% |
| Participant deferral / active EE | $7,575 | $6,781+11.7% | $7,446+1.7% | $4,237+78.8% |
| Admin fee / account holder | $3,072 | $685+348.5% | $10,010-69.3% | $593+417.9% |