Filed December 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $373,050 | $124,425+199.8% | $112,040+233.0% | $137,256+171.8% |
| Participation rate | 94.7% | 79.3%+15.4pp | 76.5%+18.2pp | 80.0%+14.8pp |
| Annual return | 16.24% | 24.72%-8.5pp | 24.52%-8.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $15,494 | $3,411+354.2% | $2,954+424.5% | $4,156+272.8% |
| Participant deferral / active EE | $9,017 | $5,718+57.7% | $5,098+76.9% | $6,407+40.7% |
| Admin fee / account holder | $12,743 | $15,207-16.2% | $12,098+5.3% | $12,270+3.9% |