Filed February 5, 2018 (most recent of 6 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.
Employer 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 | $29,043 | $100,041-71.0% | $149,718-80.6% | $70,131-58.6% |
| Participation rate | 90.0% | 83.6%+6.4pp | 87.1%+2.9pp | 69.5%+20.5pp |
| Annual return | 11.39% | 27.43%-16.0pp | 1501.63%-1490.2pp | 73.14%-61.8pp |
| Employer contribution / active EE | $690 | $3,662-81.2% | $5,445-87.3% | $2,342-70.5% |
| Participant deferral / active EE | $1,734 | $4,983-65.2% | $6,569-73.6% | $3,332-48.0% |
| Admin fee / account holder | $1,114 | $8,286-86.6% | $11,283-90.1% | $4,645-76.0% |