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 | $81,714 | $183,963-55.6% | $162,163-49.6% | $152,861-46.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 16.04% | 150.76%-134.7pp | 115.59%-99.6pp | 345.32%-329.3pp |
| Employer contribution / active EE | $857 | $6,371-86.6% | $5,614-84.7% | $4,762-82.0% |
| Participant deferral / active EE | $2,457 | $8,034-69.4% | $7,298-66.3% | $5,850-58.0% |
| Admin fee / account holder | $1,989 | $13,121-84.8% | $10,843-81.7% | $11,596-82.8% |