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 | $24,051 | $80,968-70.3% | $96,544-75.1% | $75,163-68.0% |
| Participation rate | 89.2% | 71.8%+17.4pp | 76.0%+13.2pp | 67.2%+22.0pp |
| Annual return | 15.18% | 27.06%-11.9pp | 25.84%-10.7pp | 160.62%-145.4pp |
| Employer contribution / active EE | $2,027 | $2,282-11.2% | $2,965-31.6% | $2,670-24.1% |
| Participant deferral / active EE | $2,835 | $3,928-27.8% | $4,851-41.5% | $4,125-31.3% |
| Admin fee / account holder | $2,540 | $6,724-62.2% | $8,252-69.2% | $5,651-55.1% |