Filed November 9, 2016 (most recent of 2 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 6-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.
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 | $16,070 | $95,803-83.2% | $113,168-85.8% | $84,808-81.1% |
| Participation rate | 98.9% | 72.9%+26.0pp | 76.6%+22.3pp | 68.3%+30.5pp |
| Annual return | 19.17% | 25.00%-5.8pp | 24.27%-5.1pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,591 | $2,360-32.6% | $2,975-46.5% | $2,631-39.5% |
| Participant deferral / active EE | $2,395 | $4,242-43.5% | $5,107-53.1% | $4,212-43.1% |
| Admin fee / account holder | $1,125 | $8,989-87.5% | $12,068-90.7% | $7,344-84.7% |