Filed July 28, 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 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 | $363,030 | $91,019+298.8% | $392,568-7.5% | $72,985+397.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 78.1%+21.9pp | 69.5%+30.5pp |
| Annual return | 23.03% | 20.00%+3.0pp | 24.42%-1.4pp | 81.00%-58.0pp |
| Employer contribution / active EE | $18,407 | $2,751+569.1% | $3,783+386.5% | $2,440+654.4% |
| Participant deferral / active EE | $17,727 | $4,570+287.9% | $5,985+196.2% | $3,607+391.4% |
| Admin fee / account holder | $15,274 | $4,895+212.0% | $6,260+144.0% | $5,124+198.1% |