Filed August 18, 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 | $43,774 | $53,127-17.6% | $86,590-49.4% | $70,131-37.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 10.85% | 27.66%-16.8pp | 964.84%-954.0pp | 73.14%-62.3pp |
| Employer contribution / active EE | $3,339 | $2,068+61.4% | $2,839+17.6% | $2,342+42.5% |
| Participant deferral / active EE | $2,179 | $2,696-19.2% | $3,609-39.6% | $3,332-34.6% |
| Admin fee / account holder | $2,911 | $3,585-18.8% | $4,906-40.7% | $4,645-37.3% |