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 | $36,714 | $125,758-70.8% | $169,993-78.4% | $75,163-51.2% |
| Participation rate | 73.0% | 83.6%-10.6pp | 87.0%-14.0pp | 67.2%+5.8pp |
| Annual return | 14.82% | 27.20%-12.4pp | 53.37%-38.5pp | 160.62%-145.8pp |
| Employer contribution / active EE | $1,110 | $4,615-76.0% | $6,785-83.6% | $2,670-58.4% |
| Participant deferral / active EE | $2,967 | $6,837-56.6% | $10,408-71.5% | $4,125-28.1% |
| Admin fee / account holder | $6,850 | $8,173-16.2% | $12,815-46.5% | $5,651+21.2% |