Filed November 23, 2021 (most recent of 2 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 9-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 | $28,082 | $49,227-43.0% | $70,449-60.1% | $79,858-64.8% |
| Participation rate | 86.1% | 69.2%+16.9pp | 75.1%+11.1pp | 69.6%+16.5pp |
| Annual return | 5.86% | 30.06%-24.2pp | 109.03%-103.2pp | 31.71%-25.9pp |
| Employer contribution / active EE | $1,537 | $2,099-26.8% | $2,737-43.8% | $2,471-37.8% |
| Participant deferral / active EE | $2,724 | $2,768-1.6% | $3,709-26.6% | $3,740-27.2% |
| Admin fee / account holder | $1,211 | $2,878-57.9% | $3,845-68.5% | $5,306-77.2% |