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 | $50,846 | $123,793-58.9% | $177,821-71.4% | $79,858-36.3% |
| Participation rate | 75.9% | 84.7%-8.7pp | 87.7%-11.8pp | 69.6%+6.3pp |
| Annual return | 7.64% | 22.82%-15.2pp | 48.32%-40.7pp | 31.71%-24.1pp |
| Employer contribution / active EE | $2,155 | $4,095-47.4% | $5,918-63.6% | $2,471-12.8% |
| Participant deferral / active EE | $3,680 | $5,956-38.2% | $7,714-52.3% | $3,740-1.6% |
| Admin fee / account holder | $7,822 | $7,243+8.0% | $12,427-37.1% | $5,306+47.4% |