Filed February 6, 2019
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 | $361,580 | $138,347+161.4% | $184,203+96.3% | $80,856+347.2% |
| Participation rate | 92.9% | 83.9%+9.0pp | 86.8%+6.0pp | 67.6%+25.2pp |
| Annual return | 17.40% | 20.02%-2.6pp | 28.81%-11.4pp | 35.59%-18.2pp |
| Employer contribution / active EE | $8,110 | $4,850+67.2% | $6,427+26.2% | $2,755+194.4% |
| Participant deferral / active EE | $16,258 | $7,071+129.9% | $9,131+78.0% | $4,296+278.5% |
| Admin fee / account holder | $11,068 | $10,483+5.6% | $13,901-20.4% | $6,918+60.0% |