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 | $388,430 | $89,753+332.8% | $107,525+261.2% | $84,808+358.0% |
| Participation rate | 70.8% | 68.1%+2.8pp | 75.1%-4.2pp | 68.3%+2.5pp |
| Annual return | 14.01% | 29.48%-15.5pp | 181.32%-167.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $6,889 | $3,113+121.3% | $3,754+83.5% | $2,631+161.8% |
| Participant deferral / active EE | $9,819 | $4,056+142.1% | $5,116+91.9% | $4,212+133.1% |
| Admin fee / account holder | $17,736 | $7,222+145.6% | $8,919+98.9% | $7,344+141.5% |