Filed October 3, 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 | $318,931 | $63,346+403.5% | $92,233+245.8% | $70,131+354.8% |
| Participation rate | 96.1% | 68.7%+27.4pp | 76.5%+19.6pp | 69.5%+26.6pp |
| Annual return | 13.08% | 530.12%-517.0pp | 176.28%-163.2pp | 73.14%-60.1pp |
| Employer contribution / active EE | $14,995 | $2,471+506.8% | $3,679+307.5% | $2,342+540.1% |
| Participant deferral / active EE | $7,827 | $2,854+174.3% | $3,897+100.9% | $3,332+134.9% |
| Admin fee / account holder | $2,884 | $3,840-24.9% | $5,194-44.5% | $4,645-37.9% |