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 | $45,759 | $100,041-54.3% | $149,718-69.4% | $70,131-34.8% |
| Participation rate | 70.7% | 83.6%-12.9pp | 87.1%-16.4pp | 69.5%+1.1pp |
| Annual return | 25.18% | 27.43%-2.2pp | 1501.63%-1476.4pp | 73.14%-48.0pp |
| Employer contribution / active EE | $794 | $3,662-78.3% | $5,445-85.4% | $2,342-66.1% |
| Participant deferral / active EE | $2,909 | $4,983-41.6% | $6,569-55.7% | $3,332-12.7% |
| Admin fee / account holder | $2,566 | $8,286-69.0% | $11,283-77.3% | $4,645-44.8% |