Filed October 2, 2015
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 | $18,386 | $209,832-91.2% | $189,513-90.3% | $167,490-89.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.60% | 748.27%-735.7pp | 555.15%-542.5pp | 478.56%-466.0pp |
| Employer contribution / active EE | $2,882 | $6,914-58.3% | $6,162-53.2% | $4,837-40.4% |
| Participant deferral / active EE | $3,273 | $8,935-63.4% | $8,221-60.2% | $6,341-48.4% |
| Admin fee / account holder | $10,391 | $14,293-27.3% | $12,045-13.7% | $12,309-15.6% |