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 | $37,802 | $123,793-69.5% | $177,821-78.7% | $79,858-52.7% |
| Participation rate | 83.1% | 84.7%-1.5pp | 87.7%-4.6pp | 69.6%+13.5pp |
| Annual return | 12.00% | 22.82%-10.8pp | 48.32%-36.3pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,999 | $4,095-51.2% | $5,918-66.2% | $2,471-19.1% |
| Participant deferral / active EE | $1,944 | $5,956-67.4% | $7,714-74.8% | $3,740-48.0% |
| Admin fee / account holder | $1,239 | $7,243-82.9% | $12,427-90.0% | $5,306-76.7% |