Filed May 25, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,294 | $42,894-34.0% | $60,874-53.5% | $68,494-58.7% |
| Participation rate | 83.7% | 66.8%+16.9pp | 73.1%+10.6pp | 67.9%+15.8pp |
| Annual return | -15.73% | -13.98%-1.7pp | 16.90%-32.6pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,829 | $1,978+43.0% | $2,701+4.7% | $2,596+9.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,879 | $3,101-39.4% | $3,224-41.7% | $5,403-65.2% |