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.)
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 | $33,888 | $109,359-69.0% | $162,163-79.1% | $72,985-53.6% |
| Participation rate | 87.9% | 84.3%+3.6pp | 87.6%+0.3pp | 69.5%+18.4pp |
| Annual return | 19.66% | 25.46%-5.8pp | 115.59%-95.9pp | 81.00%-61.3pp |
| Employer contribution / active EE | $357 | $3,907-90.9% | $5,614-93.6% | $2,440-85.4% |
| Participant deferral / active EE | $2,112 | $5,481-61.5% | $7,298-71.1% | $3,607-41.4% |
| Admin fee / account holder | $2,331 | $7,972-70.8% | $10,843-78.5% | $5,124-54.5% |