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 | $202,194 | $95,416+111.9% | $185,823+8.8% | $85,850+135.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 9.71% | 23.59%-13.9pp | 122.05%-112.3pp | 318.53%-308.8pp |
| Employer contribution / active EE | $4,662 | $3,314+40.7% | $5,167-9.8% | $2,565+81.8% |
| Participant deferral / active EE | $5,701 | $3,423+66.5% | $5,568+2.4% | $3,952+44.3% |
| Admin fee / account holder | $18,157 | $7,213+151.7% | $16,237+11.8% | $6,260+190.1% |