Filed November 3, 2015 (most recent of 2 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.
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 | $11,957 | $56,199-78.7% | $67,652-82.3% | $59,632-79.9% |
| Participation rate | 97.9% | 71.5%+26.4pp | 75.7%+22.2pp | 68.7%+29.2pp |
| Annual return | -1.70% | 18505.31%-18507.0pp | 6625.04%-6626.7pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $819 | $1,614-49.3% | $2,266-63.8% | $2,203-62.8% |
| Participant deferral / active EE | $1,237 | $2,844-56.5% | $3,560-65.2% | $3,192-61.2% |
| Admin fee / account holder | $4,037 | $3,958+2.0% | $4,821-16.3% | $4,297-6.0% |