Filed December 4, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $306,619 | $85,766+257.5% | $136,294+125.0% | $70,131+337.2% |
| Participation rate | 84.4% | 74.2%+10.3pp | 81.9%+2.5pp | 69.5%+14.9pp |
| Annual return | 19.57% | 31.45%-11.9pp | 5155.94%-5136.4pp | 73.14%-53.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,841 | $5,051+55.2% | $6,247+25.5% | $3,332+135.3% |
| Admin fee / account holder | $7,786 | $5,420+43.6% | $9,243-15.8% | $4,645+67.6% |