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 | $85,149 | $125,758-32.3% | $169,993-49.9% | $75,163+13.3% |
| Participation rate | 97.5% | 83.6%+13.9pp | 87.0%+10.5pp | 67.2%+30.3pp |
| Annual return | 12.19% | 27.20%-15.0pp | 53.37%-41.2pp | 160.62%-148.4pp |
| Employer contribution / active EE | $3,702 | $4,615-19.8% | $6,785-45.4% | $2,670+38.7% |
| Participant deferral / active EE | $5,272 | $6,837-22.9% | $10,408-49.3% | $4,125+27.8% |
| Admin fee / account holder | $9,749 | $8,173+19.3% | $12,815-23.9% | $5,651+72.5% |