Filed October 16, 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.
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 | $74,644 | $98,750-24.4% | $149,696-50.1% | $79,858-6.5% |
| Participation rate | 72.9% | 75.8%-2.9pp | 82.5%-9.6pp | 69.6%+3.2pp |
| Annual return | 11.53% | 27.43%-15.9pp | 276.60%-265.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,509 | $5,680-20.6% | $6,842-34.1% | $3,740+20.5% |
| Admin fee / account holder | $1,534 | $6,053-74.6% | $9,309-83.5% | $5,306-71.1% |