Filed November 4, 2016
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 7-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,130 | $79,944-78.6% | $98,439-82.6% | $75,163-77.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 9.79% | 19.75%-10.0pp | 21.16%-11.4pp | 160.62%-150.8pp |
| Employer contribution / active EE | $3,559 | $2,264+57.2% | $3,048+16.8% | $2,670+33.3% |
| Participant deferral / active EE | $2,847 | $3,752-24.1% | $4,738-39.9% | $4,125-31.0% |
| Admin fee / account holder | $756 | $6,840-88.9% | $8,948-91.5% | $5,651-86.6% |