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 | $62,586 | $123,793-49.4% | $177,821-64.8% | $79,858-21.6% |
| Participation rate | 85.7% | 84.7%+1.1pp | 87.7%-2.0pp | 69.6%+16.1pp |
| Annual return | 1.72% | 22.82%-21.1pp | 48.32%-46.6pp | 31.71%-30.0pp |
| Employer contribution / active EE | $2,575 | $4,095-37.1% | $5,918-56.5% | $2,471+4.2% |
| Participant deferral / active EE | $1,552 | $5,956-73.9% | $7,714-79.9% | $3,740-58.5% |
| Admin fee / account holder | $2,472 | $7,243-65.9% | $12,427-80.1% | $5,306-53.4% |