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 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 | $322,133 | $79,633+304.5% | $93,789+243.5% | $68,494+370.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | -17.92% | -0.10%-17.8pp | -11.33%-6.6pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,871 | $3,665-21.7% | $4,323-33.6% | $2,596+10.6% |
| Participant deferral / active EE | $10,960 | $5,158+112.5% | $6,094+79.8% | $4,027+172.2% |
| Admin fee / account holder | $29,354 | $6,871+327.2% | $7,195+308.0% | $5,403+443.3% |