Filed January 29, 2021 (most recent of 4 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 | $135,281 | $85,202+58.8% | $172,739-21.7% | $72,985+85.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 3.76% | 27.32%-23.6pp | 802.84%-799.1pp | 81.00%-77.2pp |
| Employer contribution / active EE | $6,143 | $3,324+84.8% | $5,143+19.4% | $2,440+151.8% |
| Participant deferral / active EE | $7,768 | $3,260+138.3% | $5,198+49.5% | $3,607+115.3% |
| Admin fee / account holder | $54,354 | $5,884+823.8% | $13,954+289.5% | $5,124+960.7% |