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.
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 | $35,561 | $46,553-23.6% | $64,056-44.5% | $75,163-52.7% |
| Participation rate | 71.4% | 65.9%+5.5pp | 72.3%-0.9pp | 67.2%+4.2pp |
| Annual return | 7.92% | 26.03%-18.1pp | 33.69%-25.8pp | 160.62%-152.7pp |
| Employer contribution / active EE | $4,311 | $1,974+118.4% | $2,747+57.0% | $2,670+61.5% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,880-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,069 | $2,952-29.9% | $3,068-32.6% | $5,651-63.4% |