Filed October 2, 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 7-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 | $250,336 | $77,976+221.0% | $81,367+207.7% | $125,391+99.6% |
| Participation rate | 92.3% | 83.3%+9.1pp | 82.3%+10.0pp | 83.2%+9.1pp |
| Annual return | 0.15% | -2.85%+3.0pp | -0.92%+1.1pp | 282.22%-282.1pp |
| Employer contribution / active EE | $2,132 | $4,366-51.2% | $3,930-45.8% | $4,866-56.2% |
| Participant deferral / active EE | $8,319 | $5,646+47.3% | $5,383+54.5% | $5,352+55.5% |
| Admin fee / account holder | $995 | $12,476-92.0% | $8,926-88.9% | $9,540-89.6% |