Filed December 21, 2015 (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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,877 | $82,032-49.0% | $123,104-66.0% | $59,632-29.8% |
| Participation rate | 80.5% | 83.2%-2.7pp | 86.8%-6.3pp | 68.7%+11.8pp |
| Annual return | -0.43% | 5.12%-5.5pp | 13.22%-13.6pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $924 | $3,297-72.0% | $5,151-82.1% | $2,203-58.0% |
| Participant deferral / active EE | $2,873 | $4,667-38.4% | $6,230-53.9% | $3,192-10.0% |
| Admin fee / account holder | $4,575 | $5,881-22.2% | $9,015-49.3% | $4,297+6.5% |