Filed July 2, 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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,967 | $71,883-79.2% | $86,677-82.7% | $68,494-78.1% |
| Participation rate | 84.6% | 72.2%+12.4pp | 76.6%+8.0pp | 67.9%+16.7pp |
| Annual return | -20.81% | 3.52%-24.3pp | 35.91%-56.7pp | -7.84%-13.0pp |
| Employer contribution / active EE | $1,817 | $2,173-16.4% | $2,836-35.9% | $2,596-30.0% |
| Participant deferral / active EE | $3,500 | $3,779-7.4% | $4,656-24.8% | $4,027-13.1% |
| Admin fee / account holder | $1,563 | $6,112-74.4% | $7,493-79.1% | $5,403-71.1% |