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 | $365,912 | $42,894+753.1% | $60,874+501.1% | $68,494+434.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -9.08% | -13.98%+4.9pp | 16.90%-26.0pp | -7.84%-1.2pp |
| Employer contribution / active EE | $3,045 | $1,978+53.9% | $2,701+12.7% | $2,596+17.3% |
| Participant deferral / active EE | $4,553 | $2,867+58.8% | $3,817+19.3% | $4,027+13.1% |
| Admin fee / account holder | $22,743 | $3,101+633.5% | $3,224+605.4% | $5,403+320.9% |