Filed January 14, 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 6-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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $353,840 | $78,672+349.8% | $109,143+224.2% | $85,850+312.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 7.33% | 25.09%-17.8pp | 25.75%-18.4pp | 318.53%-311.2pp |
| Employer contribution / active EE | $19,411 | $2,735+609.8% | $3,722+421.5% | $2,565+656.7% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $12,703 | $5,469+132.3% | $6,752+88.1% | $6,260+102.9% |