Filed March 7, 2022 (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 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 | $68,628 | $79,523-13.7% | $140,016-51.0% | $56,287+21.9% |
| Participation rate | 88.6% | 85.7%+2.9pp | 87.5%+1.1pp | 69.9%+18.7pp |
| Annual return | -6.44% | 2.39%-8.8pp | 651.12%-657.6pp | -9.96%+3.5pp |
| Employer contribution / active EE | $1,778 | $3,350-46.9% | $5,606-68.3% | $2,111-15.8% |
| Participant deferral / active EE | $3,610 | $5,129-29.6% | $6,927-47.9% | $3,350+7.8% |
| Admin fee / account holder | $1,562 | $614+154.3% | $10,705-85.4% | $521+199.8% |