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 | $67,894+288.3% | $89,340+195.1% | $82,448+219.7% |
| Participation rate | 88.0% | 64.0%+24.0pp | 69.6%+18.4pp | 68.1%+19.9pp |
| Annual return | 12.89% | 19.21%-6.3pp | 20.57%-7.7pp | 41.64%-28.8pp |
| Employer contribution / active EE | $4,585 | $1,828+150.8% | $2,231+105.5% | $2,551+79.7% |
| Participant deferral / active EE | $8,432 | $3,072+174.4% | $3,823+120.6% | $4,139+103.7% |
| Admin fee / account holder | $12,988 | $5,723+126.9% | $6,704+93.7% | $7,234+79.5% |