Filed March 31, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,933 | $94,031+187.1% | $115,768+133.2% | $82,448+227.4% |
| Participation rate | 88.9% | 70.4%+18.5pp | 74.4%+14.5pp | 68.1%+20.8pp |
| Annual return | 13.47% | 20.61%-7.1pp | 100.46%-87.0pp | 41.64%-28.2pp |
| Employer contribution / active EE | $9,830 | $2,323+323.1% | $2,940+234.4% | $2,551+285.3% |
| Participant deferral / active EE | $15,396 | $3,972+287.6% | $4,917+213.1% | $4,139+271.9% |
| Admin fee / account holder | $12,947 | $10,249+26.3% | $12,439+4.1% | $7,234+79.0% |