Filed December 3, 2018
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 9-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 | $255,045 | $92,703+175.1% | $82,719+208.3% | $134,475+89.7% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -16.58% | 944.92%-961.5pp | 701.18%-717.8pp | 417.96%-434.5pp |
| Employer contribution / active EE | $9,155 | $3,274+179.6% | $3,009+204.3% | $4,740+93.2% |
| Participant deferral / active EE | $13,796 | $4,802+187.3% | $4,395+213.9% | $6,400+115.6% |
| Admin fee / account holder | $2,436 | $5,983-59.3% | $5,329-54.3% | $11,426-78.7% |