Filed October 13, 2017
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 9-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 | $257,948 | $95,416+170.3% | $185,823+38.8% | $85,850+200.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 17.04% | 23.59%-6.5pp | 122.05%-105.0pp | 318.53%-301.5pp |
| Employer contribution / active EE | $14,766 | $3,314+345.6% | $5,167+185.8% | $2,565+475.7% |
| Participant deferral / active EE | $18,383 | $3,423+437.0% | $5,568+230.2% | $3,952+365.2% |
| Admin fee / account holder | $4,785 | $7,213-33.7% | $16,237-70.5% | $6,260-23.6% |