Filed December 15, 2014 (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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,715 | $138,347-72.7% | $184,203-79.5% | $80,856-53.4% |
| Participation rate | 82.1% | 83.9%-1.7pp | 86.8%-4.7pp | 67.6%+14.5pp |
| Annual return | 10.95% | 20.02%-9.1pp | 28.81%-17.9pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,984 | $4,850-59.1% | $6,427-69.1% | $2,755-28.0% |
| Participant deferral / active EE | $1,687 | $7,071-76.1% | $9,131-81.5% | $4,296-60.7% |
| Admin fee / account holder | $887 | $10,483-91.5% | $13,901-93.6% | $6,918-87.2% |