Filed September 28, 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 | $458,297 | $45,073+916.8% | $69,455+559.8% | $72,985+527.9% |
| Participation rate | 93.4% | 68.5%+24.9pp | 74.6%+18.8pp | 69.5%+24.0pp |
| Annual return | 5.97% | 22.65%-16.7pp | 28.97%-23.0pp | 81.00%-75.0pp |
| Employer contribution / active EE | $2,753 | $2,054+34.1% | $2,779-0.9% | $2,440+12.9% |
| Participant deferral / active EE | $3,799 | $2,602+46.0% | $3,535+7.5% | $3,607+5.3% |
| Admin fee / account holder | $48,320 | $3,056+1481.4% | $3,839+1158.5% | $5,124+842.9% |