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 | $38,646 | $123,793-68.8% | $177,821-78.3% | $79,858-51.6% |
| Participation rate | 88.2% | 84.7%+3.6pp | 87.7%+0.5pp | 69.6%+18.6pp |
| Annual return | 14.11% | 22.82%-8.7pp | 48.32%-34.2pp | 31.71%-17.6pp |
| Employer contribution / active EE | $677 | $4,095-83.5% | $5,918-88.6% | $2,471-72.6% |
| Participant deferral / active EE | $2,409 | $5,956-59.6% | $7,714-68.8% | $3,740-35.6% |
| Admin fee / account holder | $862 | $7,243-88.1% | $12,427-93.1% | $5,306-83.8% |