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 | $39,761 | $94,529-57.9% | $140,016-71.6% | $64,186-38.1% |
| Participation rate | 93.3% | 84.1%+9.2pp | 87.5%+5.8pp | 69.6%+23.8pp |
| Annual return | 2.14% | 7.77%-5.6pp | 651.12%-649.0pp | 7.63%-5.5pp |
| Employer contribution / active EE | $1,121 | $3,812-70.6% | $5,606-80.0% | $2,381-52.9% |
| Participant deferral / active EE | $3,875 | $5,250-26.2% | $6,927-44.1% | $3,470+11.7% |
| Admin fee / account holder | $1,714 | $6,741-74.6% | $10,705-84.0% | $4,888-64.9% |