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 | $51,862 | $109,359-52.6% | $162,163-68.0% | $72,985-28.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 15.02% | 25.46%-10.4pp | 115.59%-100.6pp | 81.00%-66.0pp |
| Employer contribution / active EE | $3,319 | $3,907-15.0% | $5,614-40.9% | $2,440+36.1% |
| Participant deferral / active EE | $1,754 | $5,481-68.0% | $7,298-76.0% | $3,607-51.4% |
| Admin fee / account holder | $4,834 | $7,972-39.4% | $10,843-55.4% | $5,124-5.7% |