Filed May 23, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,614 | $68,719+283.6% | $91,541+188.0% | $84,808+210.8% |
| Participation rate | 88.0% | 64.5%+23.5pp | 69.8%+18.2pp | 68.3%+19.7pp |
| Annual return | 12.89% | 19.12%-6.2pp | 20.50%-7.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $4,585 | $1,920+138.8% | $2,505+83.1% | $2,631+74.3% |
| Participant deferral / active EE | $8,432 | $3,136+168.9% | $4,008+110.4% | $4,212+100.2% |
| Admin fee / account holder | $12,988 | $5,786+124.5% | $6,956+86.7% | $7,344+76.9% |