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 | $34,528 | $123,793-72.1% | $177,821-80.6% | $79,858-56.8% |
| Participation rate | 71.4% | 84.7%-13.2pp | 87.7%-16.3pp | 69.6%+1.8pp |
| Annual return | 13.28% | 22.82%-9.5pp | 48.32%-35.0pp | 31.71%-18.4pp |
| Employer contribution / active EE | $629 | $4,095-84.6% | $5,918-89.4% | $2,471-74.5% |
| Participant deferral / active EE | $1,460 | $5,956-75.5% | $7,714-81.1% | $3,740-61.0% |
| Admin fee / account holder | $1,407 | $7,243-80.6% | $12,427-88.7% | $5,306-73.5% |