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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $316,190 | $68,346+362.6% | $94,646+234.1% | $75,163+320.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 9.32% | 616.93%-607.6pp | 156.71%-147.4pp | 160.62%-151.3pp |
| Employer contribution / active EE | $3,006 | $2,701+11.3% | $3,672-18.1% | $2,670+12.6% |
| Participant deferral / active EE | $4,461 | $6,537-31.8% | $7,418-39.9% | $4,125+8.1% |
| Admin fee / account holder | $46,682 | $5,326+776.5% | $7,231+545.6% | $5,651+726.1% |