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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $320,591 | $96,965+230.6% | $97,995+227.2% | $147,584+117.2% |
| Participation rate | 92.3% | 83.6%+8.7pp | 82.4%+9.9pp | 82.8%+9.5pp |
| Annual return | 9.50% | 24.11%-14.6pp | 23.94%-14.4pp | 578.55%-569.0pp |
| Employer contribution / active EE | $2,270 | $4,536-50.0% | $4,158-45.4% | $4,876-53.4% |
| Participant deferral / active EE | $9,205 | $5,081+81.2% | $5,097+80.6% | $5,439+69.2% |
| Admin fee / account holder | $1,677 | $8,120-79.3% | $5,943-71.8% | $10,885-84.6% |