Filed March 12, 2018
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $417,965 | $56,897+634.6% | $84,750+393.2% | $62,891+564.6% |
| Participation rate | 97.8% | 68.5%+29.3pp | 76.6%+21.2pp | 69.3%+28.5pp |
| Annual return | 22.88% | 6.30%+16.6pp | 22.78%+0.1pp | 20.14%+2.7pp |
| Employer contribution / active EE | $26,930 | $2,400+1022.2% | $3,574+653.5% | $2,281+1080.7% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $72,813 | $3,581+1933.4% | $5,332+1265.6% | $4,296+1595.1% |