Filed February 6, 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.
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 | $261,451 | $95,453+173.9% | $112,040+133.4% | $82,448+217.1% |
| Participation rate | 71.6% | 72.8%-1.2pp | 76.5%-4.9pp | 68.1%+3.5pp |
| Annual return | 10.36% | 23.92%-13.6pp | 24.52%-14.2pp | 41.64%-31.3pp |
| Employer contribution / active EE | $975 | $2,318-57.9% | $2,954-67.0% | $2,551-61.8% |
| Participant deferral / active EE | $4,918 | $4,224+16.4% | $5,098-3.5% | $4,139+18.8% |
| Admin fee / account holder | $14,505 | $9,013+60.9% | $12,098+19.9% | $7,234+100.5% |