Filed November 10, 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 | $276,019 | $91,190+202.7% | $178,490+54.6% | $79,858+245.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | -4.63% | 24.19%-28.8pp | 151.07%-155.7pp | 31.71%-36.3pp |
| Employer contribution / active EE | $11,084 | $3,256+240.4% | $5,011+121.2% | $2,471+348.6% |
| Participant deferral / active EE | $6,915 | $3,236+113.7% | $5,202+32.9% | $3,740+84.9% |
| Admin fee / account holder | $9,279 | $6,751+37.4% | $13,984-33.6% | $5,306+74.9% |