Filed October 13, 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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,872 | $48,230+177.6% | $67,502+98.3% | $80,856+65.6% |
| Participation rate | 92.5% | 66.4%+26.1pp | 72.9%+19.6pp | 67.6%+24.9pp |
| Annual return | 10.74% | 18.28%-7.5pp | 3512.12%-3501.4pp | 35.59%-24.9pp |
| Employer contribution / active EE | $6,827 | $2,020+238.0% | $2,731+150.0% | $2,755+147.8% |
| Participant deferral / active EE | $3,395 | $2,924+16.1% | $4,000-15.1% | $4,296-21.0% |
| Admin fee / account holder | $1,772 | $3,681-51.9% | $3,998-55.7% | $6,918-74.4% |