Filed January 25, 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 | $266,327 | $101,724+161.8% | $164,813+61.6% | $80,856+229.4% |
| Participation rate | 92.6% | 71.8%+20.8pp | 78.6%+14.0pp | 67.6%+25.0pp |
| Annual return | 17.07% | 16.72%+0.4pp | 69.93%-52.9pp | 35.59%-18.5pp |
| Employer contribution / active EE | $14,439 | $2,953+388.9% | $4,341+232.6% | $2,755+424.1% |
| Participant deferral / active EE | $14,285 | $4,477+219.1% | $6,031+136.8% | $4,296+232.5% |
| Admin fee / account holder | $1,592 | $8,227-80.6% | $12,690-87.5% | $6,918-77.0% |