Filed November 30, 2015
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 | $287,789 | $95,862+200.2% | $79,550+261.8% | $134,475+114.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -8.05% | -2.69%-5.4pp | 0.16%-8.2pp | 417.96%-426.0pp |
| Employer contribution / active EE | $857 | $3,128-72.6% | $2,413-64.5% | $4,740-81.9% |
| Participant deferral / active EE | $12,739 | $4,693+171.5% | $3,985+219.7% | $6,400+99.1% |
| Admin fee / account holder | $8,838 | $9,126-3.2% | $6,832+29.4% | $11,426-22.7% |