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 | $423,848 | $89,698+372.5% | $103,476+309.6% | $80,856+424.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | 17.71% | 22.78%-5.1pp | 23.90%-6.2pp | 35.59%-17.9pp |
| Employer contribution / active EE | $3,394 | $4,018-15.5% | $4,672-27.4% | $2,755+23.2% |
| Participant deferral / active EE | $10,361 | $5,456+89.9% | $6,623+56.4% | $4,296+141.2% |
| Admin fee / account holder | $39,633 | $6,768+485.6% | $9,413+321.1% | $6,918+472.9% |