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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,191 | $137,414-70.0% | $189,513-78.3% | $85,850-52.0% |
| Participation rate | 73.8% | 84.6%-10.8pp | 87.8%-14.0pp | 69.3%+4.5pp |
| Annual return | 8.72% | 38.14%-29.4pp | 555.15%-546.4pp | 318.53%-309.8pp |
| Employer contribution / active EE | $1,894 | $4,344-56.4% | $6,162-69.3% | $2,565-26.1% |
| Participant deferral / active EE | $1,956 | $6,260-68.8% | $8,221-76.2% | $3,952-50.5% |
| Admin fee / account holder | $4,297 | $8,630-50.2% | $12,045-64.3% | $6,260-31.4% |