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 | $95,803+172.9% | $113,168+131.0% | $84,808+208.3% |
| Participation rate | 71.6% | 72.9%-1.3pp | 76.6%-5.0pp | 68.3%+3.3pp |
| Annual return | 10.36% | 25.00%-14.6pp | 24.27%-13.9pp | 40.90%-30.5pp |
| Employer contribution / active EE | $975 | $2,360-58.7% | $2,975-67.2% | $2,631-62.9% |
| Participant deferral / active EE | $4,918 | $4,242+15.9% | $5,107-3.7% | $4,212+16.8% |
| Admin fee / account holder | $14,505 | $8,989+61.4% | $12,068+20.2% | $7,344+97.5% |