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 | $28,929 | $94,529-69.4% | $140,016-79.3% | $64,186-54.9% |
| Participation rate | 87.7% | 84.1%+3.6pp | 87.5%+0.2pp | 69.6%+18.1pp |
| Annual return | 2.38% | 7.77%-5.4pp | 651.12%-648.7pp | 7.63%-5.3pp |
| Employer contribution / active EE | $1,717 | $3,812-55.0% | $5,606-69.4% | $2,381-27.9% |
| Participant deferral / active EE | $2,037 | $5,250-61.2% | $6,927-70.6% | $3,470-41.3% |
| Admin fee / account holder | $6,363 | $6,741-5.6% | $10,705-40.6% | $4,888+30.2% |