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 | $296,335 | $80,673+267.3% | $101,326+192.5% | $84,808+249.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 9.80% | 38.95%-29.2pp | 36.82%-27.0pp | 40.90%-31.1pp |
| Employer contribution / active EE | $2,613 | $2,698-3.1% | $3,665-28.7% | $2,631-0.7% |
| Participant deferral / active EE | $3,458 | $6,840-49.4% | $7,994-56.7% | $4,212-17.9% |
| Admin fee / account holder | $24,999 | $12,784+95.5% | $11,185+123.5% | $7,344+240.4% |