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 | $293,545 | $57,354+411.8% | $83,848+250.1% | $64,186+357.3% |
| Participation rate | 98.8% | 68.6%+30.2pp | 76.1%+22.6pp | 69.6%+29.2pp |
| Annual return | -5.13% | 11.38%-16.5pp | 850.88%-856.0pp | 7.63%-12.8pp |
| Employer contribution / active EE | $15,811 | $2,545+521.2% | $3,631+335.5% | $2,381+564.1% |
| Participant deferral / active EE | $8,359 | $2,993+179.3% | $4,082+104.8% | $3,470+140.9% |
| Admin fee / account holder | $4,673 | $4,046+15.5% | $5,478-14.7% | $4,888-4.4% |