Filed April 26, 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 | $55,706 | $109,359-49.1% | $162,163-65.6% | $72,985-23.7% |
| Participation rate | 73.1% | 84.3%-11.2pp | 87.6%-14.5pp | 69.5%+3.6pp |
| Annual return | 17.27% | 25.46%-8.2pp | 115.59%-98.3pp | 81.00%-63.7pp |
| Employer contribution / active EE | $1,707 | $3,907-56.3% | $5,614-69.6% | $2,440-30.0% |
| Participant deferral / active EE | $2,770 | $5,481-49.5% | $7,298-62.0% | $3,607-23.2% |
| Admin fee / account holder | $4,039 | $7,972-49.3% | $10,843-62.7% | $5,124-21.2% |