Filed February 7, 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 | $347,831 | $114,381+204.1% | $107,525+223.5% | $142,382+144.3% |
| Participation rate | 93.8% | 78.1%+15.6pp | 75.1%+18.7pp | 80.1%+13.6pp |
| Annual return | 21.68% | 242.71%-221.0pp | 181.32%-159.6pp | 217.08%-195.4pp |
| Employer contribution / active EE | $11,184 | $4,015+178.6% | $3,754+198.0% | $4,299+160.1% |
| Participant deferral / active EE | $16,378 | $5,564+194.3% | $5,116+220.2% | $6,507+151.7% |
| Admin fee / account holder | $12,737 | $9,860+29.2% | $8,919+42.8% | $12,624+0.9% |