Filed November 19, 2014 (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.)
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 | $17,367 | $82,032-78.8% | $123,104-85.9% | $59,632-70.9% |
| Participation rate | 79.2% | 83.2%-4.0pp | 86.8%-7.6pp | 68.7%+10.5pp |
| Annual return | 2.05% | 5.12%-3.1pp | 13.22%-11.2pp | 2041.28%-2039.2pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,943 | $4,667-58.4% | $6,230-68.8% | $3,192-39.1% |
| Admin fee / account holder | $4,349 | $5,881-26.0% | $9,015-51.8% | $4,297+1.2% |