Filed April 4, 2018
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $72,705 | $171,865-57.7% | $149,718-51.4% | $147,584-50.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.22% | 2113.22%-2102.0pp | 1501.63%-1490.4pp | 578.55%-567.3pp |
| Employer contribution / active EE | $738 | $6,275-88.2% | $5,445-86.4% | $4,876-84.9% |
| Participant deferral / active EE | $1,950 | $7,271-73.2% | $6,569-70.3% | $5,439-64.2% |
| Admin fee / account holder | $6,182 | $13,799-55.2% | $11,283-45.2% | $10,885-43.2% |