Filed April 10, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $276,420 | $148,978+85.5% | $200,582+37.8% | $84,808+225.9% |
| Participation rate | 94.6% | 84.2%+10.4pp | 86.9%+7.7pp | 68.3%+26.3pp |
| Annual return | 12.49% | 28.16%-15.7pp | 42.33%-29.8pp | 40.90%-28.4pp |
| Employer contribution / active EE | $5,597 | $4,815+16.2% | $6,419-12.8% | $2,631+112.7% |
| Participant deferral / active EE | $5,565 | $7,142-22.1% | $9,331-40.4% | $4,212+32.1% |
| Admin fee / account holder | $15,351 | $13,977+9.8% | $16,305-5.8% | $7,344+109.0% |