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 | $51,851 | $214,378-75.8% | $200,582-74.1% | $142,382-63.6% |
| Participation rate | 94.1% | 87.4%+6.7pp | 86.9%+7.2pp | 80.1%+14.0pp |
| Annual return | 15.68% | 46.41%-30.7pp | 42.33%-26.7pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,138 | $6,841-68.7% | $6,419-66.7% | $4,299-50.3% |
| Participant deferral / active EE | $2,352 | $9,865-76.2% | $9,331-74.8% | $6,507-63.9% |
| Admin fee / account holder | $13,618 | $17,692-23.0% | $16,305-16.5% | $12,624+7.9% |