Filed June 1, 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.)
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 | $19,226 | $162,781-88.2% | $133,956-85.6% | $158,922-87.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 8.00% | 41.94%-33.9pp | 45.09%-37.1pp | 302.83%-294.8pp |
| Employer contribution / active EE | $1,252 | $4,975-74.8% | $3,919-68.1% | $4,761-73.7% |
| Participant deferral / active EE | $980 | $5,911-83.4% | $5,048-80.6% | $5,982-83.6% |
| Admin fee / account holder | $23,845 | $11,736+103.2% | $8,927+167.1% | $11,246+112.0% |