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 | $355,856 | $72,277+392.4% | $101,248+251.5% | $79,858+345.6% |
| Participation rate | 81.6% | 68.5%+13.2pp | 75.8%+5.8pp | 69.6%+12.0pp |
| Annual return | 11.86% | 22.30%-10.4pp | 46.47%-34.6pp | 31.71%-19.9pp |
| Employer contribution / active EE | $6,262 | $2,692+132.6% | $3,660+71.1% | $2,471+153.4% |
| Participant deferral / active EE | $7,536 | $3,282+129.6% | $4,370+72.4% | $3,740+101.5% |
| Admin fee / account holder | $5,715 | $4,400+29.9% | $5,945-3.9% | $5,306+7.7% |