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 | $37,744 | $48,795-22.6% | $65,493-42.4% | $84,808-55.5% |
| Participation rate | 80.3% | 67.0%+13.3pp | 73.1%+7.2pp | 68.3%+12.0pp |
| Annual return | 8.68% | 20.20%-11.5pp | 982.45%-973.8pp | 40.90%-32.2pp |
| Employer contribution / active EE | $3,148 | $1,930+63.1% | $2,574+22.3% | $2,631+19.6% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $3,961-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,560 | $3,877-8.2% | $5,028-29.2% | $7,344-51.5% |