Filed June 26, 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.
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 | $25,888 | $94,529-72.6% | $140,016-81.5% | $64,186-59.7% |
| Participation rate | 70.0% | 84.1%-14.1pp | 87.5%-17.5pp | 69.6%+0.4pp |
| Annual return | -5.84% | 7.77%-13.6pp | 651.12%-657.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $286 | $3,812-92.5% | $5,606-94.9% | $2,381-88.0% |
| Participant deferral / active EE | $1,605 | $5,250-69.4% | $6,927-76.8% | $3,470-53.7% |
| Admin fee / account holder | $9,131 | $6,741+35.5% | $10,705-14.7% | $4,888+86.8% |