Filed July 1, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $418,540 | $183,519+128.1% | $155,509+169.1% | $145,922+186.8% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 11.92% | 61.17%-49.3pp | 64.67%-52.8pp | 561.29%-549.4pp |
| Employer contribution / active EE | $9,261 | $5,313+74.3% | $4,672+98.2% | $4,660+98.8% |
| Participant deferral / active EE | $9,468 | $6,462+46.5% | $5,626+68.3% | $6,688+41.6% |
| Admin fee / account holder | $21,922 | $19,313+13.5% | $15,912+37.8% | $13,397+63.6% |