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 | $127,065+193.6% | $113,168+229.6% | $142,382+162.0% |
| Participation rate | 94.7% | 79.2%+15.5pp | 76.6%+18.2pp | 80.1%+14.6pp |
| Annual return | 16.24% | 24.03%-7.8pp | 24.27%-8.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $15,494 | $3,442+350.1% | $2,975+420.8% | $4,299+260.4% |
| Participant deferral / active EE | $9,017 | $5,716+57.7% | $5,107+76.6% | $6,507+38.6% |
| Admin fee / account holder | $12,743 | $15,736-19.0% | $12,068+5.6% | $12,624+0.9% |