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 | $283,142 | $88,583+219.6% | $88,497+219.9% | $273,961+3.4% |
| Participation rate | 92.3% | 83.5%+8.8pp | 82.4%+9.9pp | 83.0%+9.3pp |
| Annual return | 9.06% | 5.68%+3.4pp | 7.63%+1.4pp | 41.45%-32.4pp |
| Employer contribution / active EE | $2,299 | $4,502-48.9% | $4,036-43.0% | $4,869-52.8% |
| Participant deferral / active EE | $8,746 | $4,891+78.8% | $4,899+78.5% | $5,287+65.4% |
| Admin fee / account holder | $1,577 | $8,980-82.4% | $6,220-74.7% | $10,132-84.4% |