Filed May 24, 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.
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 | $61,908 | $57,065+8.5% | $75,670-18.2% | $70,131-11.7% |
| Participation rate | 95.3% | 68.1%+27.3pp | 72.3%+23.0pp | 69.5%+25.8pp |
| Annual return | 79.28% | 23.57%+55.7pp | 27.34%+51.9pp | 73.14%+6.1pp |
| Employer contribution / active EE | $8,724 | $1,817+380.3% | $2,352+270.9% | $2,342+272.4% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,365 | $3,825-12.0% | $5,800-42.0% | $4,645-27.6% |