Filed August 22, 2016
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 | $294,672 | $110,094+167.7% | $151,611+94.4% | $68,494+330.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.38% | -10.12%-5.3pp | 3.33%-18.7pp | -7.84%-7.5pp |
| Employer contribution / active EE | $3,347 | $4,471-25.1% | $6,166-45.7% | $2,596+28.9% |
| Participant deferral / active EE | $6,964 | $6,527+6.7% | $8,363-16.7% | $4,027+72.9% |
| Admin fee / account holder | $42,236 | $7,719+447.2% | $11,616+263.6% | $5,403+681.7% |