Filed October 25, 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.
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 | $135,011 | $138,044-2.2% | $125,339+7.7% | $134,475+0.4% |
| Participation rate | 95.2% | 84.5%+10.8pp | 82.4%+12.9pp | 81.2%+14.0pp |
| Annual return | -15.97% | 750.33%-766.3pp | 572.05%-588.0pp | 417.96%-433.9pp |
| Employer contribution / active EE | $902 | $5,243-82.8% | $4,814-81.3% | $4,740-81.0% |
| Participant deferral / active EE | $10,923 | $7,799+40.1% | $7,446+46.7% | $6,400+70.7% |
| Admin fee / account holder | $11,309 | $11,571-2.3% | $10,010+13.0% | $11,426-1.0% |