Filed November 8, 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.
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 | $13,365 | $53,777-75.1% | $134,143-90.0% | $79,858-83.3% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 0.28% | 19.01%-18.7pp | 36.33%-36.1pp | 31.71%-31.4pp |
| Employer contribution / active EE | $975 | $1,321-26.2% | $3,704-73.7% | $2,471-60.5% |
| Participant deferral / active EE | $1,245 | $2,420-48.6% | $3,499-64.4% | $3,740-66.7% |
| Admin fee / account holder | $1,045 | $3,984-73.8% | $6,684-84.4% | $5,306-80.3% |