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 | $357,996 | $72,277+395.3% | $101,248+253.6% | $79,858+348.3% |
| Participation rate | 97.6% | 68.5%+29.2pp | 75.8%+21.8pp | 69.6%+28.0pp |
| Annual return | 12.26% | 22.30%-10.0pp | 46.47%-34.2pp | 31.71%-19.5pp |
| Employer contribution / active EE | $17,440 | $2,692+548.0% | $3,660+376.6% | $2,471+605.8% |
| Participant deferral / active EE | $9,479 | $3,282+188.8% | $4,370+116.9% | $3,740+153.4% |
| Admin fee / account holder | $43,560 | $4,400+889.9% | $5,945+632.7% | $5,306+720.9% |