Filed August 17, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,269 | $122,239+135.0% | $184,203+56.0% | $74,495+285.6% |
| Participation rate | 99.2% | 85.5%+13.8pp | 86.8%+12.4pp | 67.2%+32.0pp |
| Annual return | 13.20% | 19.95%-6.7pp | 28.81%-15.6pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $6,168 | $4,537+35.9% | $6,427-4.0% | $2,623+135.1% |
| Participant deferral / active EE | $9,570 | $7,139+34.1% | $9,131+4.8% | $4,346+120.2% |
| Admin fee / account holder | $321 | $1,260-74.5% | $13,901-97.7% | $1,942-83.5% |