Filed October 31, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,293 | $34,308-87.5% | $74,701-94.3% | $72,985-94.1% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 21.13% | 26.58%-5.4pp | 752.92%-731.8pp | 81.00%-59.9pp |
| Employer contribution / active EE | $163 | $692-76.5% | $1,084-85.0% | $2,440-93.3% |
| Participant deferral / active EE | $1,022 | $1,271-19.6% | $1,964-47.9% | $3,607-71.7% |
| Admin fee / account holder | $563 | $2,124-73.5% | $3,333-83.1% | $5,124-89.0% |