Filed April 21, 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 | $97,741 | $85,766+14.0% | $136,294-28.3% | $70,131+39.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 11.68% | 31.45%-19.8pp | 5155.94%-5144.3pp | 73.14%-61.5pp |
| Employer contribution / active EE | $2,424 | $2,966-18.3% | $4,695-48.4% | $2,342+3.5% |
| Participant deferral / active EE | $3,525 | $5,051-30.2% | $6,247-43.6% | $3,332+5.8% |
| Admin fee / account holder | $6,708 | $5,420+23.8% | $9,243-27.4% | $4,645+44.4% |