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 | $340,031 | $95,762+255.1% | $379,746-10.5% | $79,858+325.8% |
| Participation rate | 100.0% | 74.0%+26.0pp | 78.4%+21.6pp | 69.6%+30.4pp |
| Annual return | 17.02% | 18.26%-1.2pp | 34.90%-17.9pp | 31.71%-14.7pp |
| Employer contribution / active EE | $19,471 | $2,695+622.4% | $3,540+450.1% | $2,471+688.0% |
| Participant deferral / active EE | $18,278 | $4,705+288.5% | $6,024+203.4% | $3,740+388.7% |
| Admin fee / account holder | $67,729 | $6,745+904.1% | $7,927+754.4% | $5,306+1176.4% |