Filed December 1, 2021 (most recent of 3 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.
Employer 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 | $61,708 | $83,477-26.1% | $125,175-50.7% | $72,985-15.5% |
| Participation rate | 83.5% | 73.3%+10.2pp | 79.8%+3.8pp | 69.5%+14.1pp |
| Annual return | 25.34% | 25.78%-0.4pp | 43.79%-18.5pp | 81.00%-55.7pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,071 | $3,585-14.3% | $4,937-37.8% | $3,607-14.9% |
| Admin fee / account holder | $4,983 | $5,517-9.7% | $9,702-48.6% | $5,124-2.8% |