Filed February 3, 2016 (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 | $19,299 | $51,708-62.7% | $106,619-81.9% | $62,891-69.3% |
| Participation rate | 96.7% | 66.9%+29.8pp | 78.0%+18.7pp | 69.3%+27.4pp |
| Annual return | 4.92% | 4.69%+0.2pp | 9.42%-4.5pp | 20.14%-15.2pp |
| Employer contribution / active EE | $501 | $1,764-71.6% | $3,947-87.3% | $2,281-78.0% |
| Participant deferral / active EE | $1,594 | $2,315-31.1% | $3,930-59.4% | $3,203-50.2% |
| Admin fee / account holder | $1,476 | $3,349-55.9% | $6,418-77.0% | $4,296-65.6% |