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.
Employer 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 | $82,893 | $46,553+78.1% | $64,056+29.4% | $75,163+10.3% |
| Participation rate | 92.5% | 65.9%+26.6pp | 72.3%+20.2pp | 67.2%+25.3pp |
| Annual return | 19.92% | 26.03%-6.1pp | 33.69%-13.8pp | 160.62%-140.7pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,105 | $2,837+44.7% | $3,880+5.8% | $4,125-0.5% |
| Admin fee / account holder | $1,250 | $2,952-57.7% | $3,068-59.3% | $5,651-77.9% |