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 | $30,473 | $109,359-72.1% | $162,163-81.2% | $72,985-58.2% |
| Participation rate | 83.5% | 84.3%-0.7pp | 87.6%-4.0pp | 69.5%+14.0pp |
| Annual return | 19.84% | 25.46%-5.6pp | 115.59%-95.8pp | 81.00%-61.2pp |
| Employer contribution / active EE | $1,728 | $3,907-55.8% | $5,614-69.2% | $2,440-29.2% |
| Participant deferral / active EE | $1,680 | $5,481-69.3% | $7,298-77.0% | $3,607-53.4% |
| Admin fee / account holder | $4,209 | $7,972-47.2% | $10,843-61.2% | $5,124-17.9% |