Filed September 23, 2016 (most recent of 3 filings on file)
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,193 | $94,529-54.3% | $140,016-69.2% | $64,186-32.7% |
| Participation rate | 95.2% | 84.1%+11.2pp | 87.5%+7.7pp | 69.6%+25.7pp |
| Annual return | -5.20% | 7.77%-13.0pp | 651.12%-656.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,149 | $3,812-69.9% | $5,606-79.5% | $2,381-51.8% |
| Participant deferral / active EE | $1,655 | $5,250-68.5% | $6,927-76.1% | $3,470-52.3% |
| Admin fee / account holder | $428 | $6,741-93.7% | $10,705-96.0% | $4,888-91.2% |