Filed September 22, 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 | $288,910 | $95,803+201.6% | $113,168+155.3% | $84,808+240.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 13.49% | 25.00%-11.5pp | 24.27%-10.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $4,483 | $2,360+90.0% | $2,975+50.7% | $2,631+70.4% |
| Participant deferral / active EE | $14,942 | $4,242+252.2% | $5,107+192.6% | $4,212+254.8% |
| Admin fee / account holder | $38,689 | $8,989+330.4% | $12,068+220.6% | $7,344+426.8% |