Filed April 15, 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.
Participant 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.)
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 | $29,501 | $100,041-70.5% | $149,718-80.3% | $70,131-57.9% |
| Participation rate | 87.0% | 83.6%+3.4pp | 87.1%-0.1pp | 69.5%+17.5pp |
| Annual return | 13.75% | 27.43%-13.7pp | 1501.63%-1487.9pp | 73.14%-59.4pp |
| Employer contribution / active EE | $2,181 | $3,662-40.4% | $5,445-59.9% | $2,342-6.9% |
| Participant deferral / active EE | $2,259 | $4,983-54.7% | $6,569-65.6% | $3,332-32.2% |
| Admin fee / account holder | $2,685 | $8,286-67.6% | $11,283-76.2% | $4,645-42.2% |