Filed October 4, 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 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 | $117,387 | $93,571+25.5% | $135,903-13.6% | $75,163+56.2% |
| Participation rate | 84.1% | 75.2%+8.9pp | 81.9%+2.2pp | 67.2%+16.9pp |
| Annual return | 15.17% | 30.90%-15.7pp | 68.23%-53.1pp | 160.62%-145.4pp |
| Employer contribution / active EE | $9,665 | $3,537+173.3% | $4,856+99.0% | $2,670+262.0% |
| Participant deferral / active EE | $4,727 | $6,404-26.2% | $7,758-39.1% | $4,125+14.6% |
| Admin fee / account holder | $1,120 | $6,975-83.9% | $10,762-89.6% | $5,651-80.2% |