Filed November 23, 2016
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 | $328,976 | $148,978+120.8% | $200,582+64.0% | $84,808+287.9% |
| Participation rate | 95.6% | 84.2%+11.4pp | 86.9%+8.7pp | 68.3%+27.3pp |
| Annual return | 15.30% | 28.16%-12.9pp | 42.33%-27.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,287 | $4,815-52.5% | $6,419-64.4% | $2,631-13.1% |
| Participant deferral / active EE | $9,922 | $7,142+38.9% | $9,331+6.3% | $4,212+135.6% |
| Admin fee / account holder | $3,791 | $13,977-72.9% | $16,305-76.7% | $7,344-48.4% |