Filed December 2, 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 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 | $78,852 | $109,359-27.9% | $162,163-51.4% | $72,985+8.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 17.09% | 25.46%-8.4pp | 115.59%-98.5pp | 81.00%-63.9pp |
| Employer contribution / active EE | $3,239 | $3,907-17.1% | $5,614-42.3% | $2,440+32.8% |
| Participant deferral / active EE | $5,054 | $5,481-7.8% | $7,298-30.8% | $3,607+40.1% |
| Admin fee / account holder | $3,217 | $7,972-59.6% | $10,843-70.3% | $5,124-37.2% |