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 | $28,594 | $137,414-79.2% | $189,513-84.9% | $85,850-66.7% |
| Participation rate | 91.2% | 84.6%+6.6pp | 87.8%+3.4pp | 69.3%+21.9pp |
| Annual return | 12.30% | 38.14%-25.8pp | 555.15%-542.9pp | 318.53%-306.2pp |
| Employer contribution / active EE | $483 | $4,344-88.9% | $6,162-92.2% | $2,565-81.2% |
| Participant deferral / active EE | $2,501 | $6,260-60.1% | $8,221-69.6% | $3,952-36.7% |
| Admin fee / account holder | $12,995 | $8,630+50.6% | $12,045+7.9% | $6,260+107.6% |