Filed May 18, 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 | $301,625 | $65,365+361.4% | $92,893+224.7% | $72,985+313.3% |
| Participation rate | 87.0% | 68.3%+18.6pp | 76.0%+11.0pp | 69.5%+17.5pp |
| Annual return | 26.57% | 42.10%-15.5pp | 109.41%-82.8pp | 81.00%-54.4pp |
| Employer contribution / active EE | $6,571 | $2,594+153.3% | $3,653+79.9% | $2,440+169.3% |
| Participant deferral / active EE | $7,316 | $3,128+133.9% | $4,236+72.7% | $3,607+102.8% |
| Admin fee / account holder | $27,724 | $4,251+552.1% | $5,794+378.5% | $5,124+441.0% |