Filed February 11, 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 | $107,556 | $209,336-48.6% | $197,124-45.4% | $137,256-21.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.47% | 48.09%-36.6pp | 44.34%-32.9pp | 220.34%-208.9pp |
| Employer contribution / active EE | $4,923 | $6,591-25.3% | $6,227-21.0% | $4,156+18.4% |
| Participant deferral / active EE | $5,071 | $9,614-47.3% | $9,135-44.5% | $6,407-20.9% |
| Admin fee / account holder | $2,161 | $17,308-87.5% | $16,298-86.7% | $12,270-82.4% |