Filed January 3, 2017 (most recent of 4 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,467 | $123,793-75.4% | $177,821-82.9% | $79,858-61.8% |
| Participation rate | 80.0% | 84.7%-4.7pp | 87.7%-7.7pp | 69.6%+10.4pp |
| Annual return | -31.87% | 22.82%-54.7pp | 48.32%-80.2pp | 31.71%-63.6pp |
| Employer contribution / active EE | $1,094 | $4,095-73.3% | $5,918-81.5% | $2,471-55.7% |
| Participant deferral / active EE | $1,495 | $5,956-74.9% | $7,714-80.6% | $3,740-60.0% |
| Admin fee / account holder | $3,328 | $7,243-54.1% | $12,427-73.2% | $5,306-37.3% |