Filed January 5, 2022 (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 | $342,925 | $60,124+470.4% | $90,404+279.3% | $79,858+329.4% |
| Participation rate | 97.1% | 65.0%+32.2pp | 72.7%+24.5pp | 69.6%+27.5pp |
| Annual return | 8.34% | 71.94%-63.6pp | 1293.02%-1284.7pp | 31.71%-23.4pp |
| Employer contribution / active EE | $11,437 | $2,068+453.1% | $3,262+250.6% | $2,471+362.9% |
| Participant deferral / active EE | $8,466 | $2,938+188.1% | $3,963+113.6% | $3,740+126.3% |
| Admin fee / account holder | $27,169 | $3,976+583.2% | $5,611+384.2% | $5,306+412.0% |