Filed November 25, 2014
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 8-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,733,538 | $160,055+983.1% | $140,016+1138.1% | $135,375+1180.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 1.91% | 911.38%-909.5pp | 651.12%-649.2pp | 519.73%-517.8pp |
| Employer contribution / active EE | $1,000 | $6,420-84.4% | $5,606-82.2% | $4,779-79.1% |
| Participant deferral / active EE | $17,245 | $7,642+125.7% | $6,927+148.9% | $5,609+207.5% |
| Admin fee / account holder | $1,886 | $13,328-85.8% | $10,705-82.4% | $10,827-82.6% |