Filed October 1, 2015 (most recent of 3 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,962 | $167,484-67.8% | $151,611-64.4% | $134,475-59.9% |
| Participation rate | 92.9% | 88.4%+4.5pp | 87.5%+5.4pp | 81.2%+11.6pp |
| Annual return | -12.09% | 7.80%-19.9pp | 3.33%-15.4pp | 417.96%-430.1pp |
| Employer contribution / active EE | $2,019 | $6,829-70.4% | $6,166-67.3% | $4,740-57.4% |
| Participant deferral / active EE | $2,212 | $8,986-75.4% | $8,363-73.6% | $6,400-65.4% |
| Admin fee / account holder | $1,402 | $13,783-89.8% | $11,616-87.9% | $11,426-87.7% |