Filed April 22, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,129 | $100,041-40.9% | $149,718-60.5% | $70,131-15.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 11.14% | 27.43%-16.3pp | 1501.63%-1490.5pp | 73.14%-62.0pp |
| Employer contribution / active EE | $3,457 | $3,662-5.6% | $5,445-36.5% | $2,342+47.6% |
| Participant deferral / active EE | $2,054 | $4,983-58.8% | $6,569-68.7% | $3,332-38.4% |
| Admin fee / account holder | $3,391 | $8,286-59.1% | $11,283-69.9% | $4,645-27.0% |