Filed March 17, 2022 (most recent of 3 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 | $194,908 | $98,750+97.4% | $149,696+30.2% | $79,858+144.1% |
| Participation rate | 98.6% | 75.8%+22.8pp | 82.5%+16.1pp | 69.6%+29.0pp |
| Annual return | 11.77% | 27.43%-15.7pp | 276.60%-264.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $12,430 | $3,216+286.5% | $4,644+167.6% | $2,471+403.1% |
| Participant deferral / active EE | $10,258 | $5,680+80.6% | $6,842+49.9% | $3,740+174.3% |
| Admin fee / account holder | $14,108 | $6,053+133.1% | $9,309+51.6% | $5,306+165.9% |