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 | $26,517 | $110,094-75.9% | $151,611-82.5% | $68,494-61.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 87.5%-12.5pp | 67.9%+7.1pp |
| Annual return | -19.37% | -10.12%-9.2pp | 3.33%-22.7pp | -7.84%-11.5pp |
| Employer contribution / active EE | $557 | $4,471-87.5% | $6,166-91.0% | $2,596-78.5% |
| Participant deferral / active EE | $2,587 | $6,527-60.4% | $8,363-69.1% | $4,027-35.8% |
| Admin fee / account holder | $892 | $7,719-88.4% | $11,616-92.3% | $5,403-83.5% |