Filed January 7, 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 | $241,148 | $54,705+340.8% | $71,209+238.6% | $84,808+184.3% |
| Participation rate | 97.4% | 64.1%+33.4pp | 73.8%+23.7pp | 68.3%+29.1pp |
| Annual return | 10.46% | 35.90%-25.4pp | 282.51%-272.1pp | 40.90%-30.4pp |
| Employer contribution / active EE | $18,512 | $2,158+757.9% | $2,721+580.3% | $2,631+603.6% |
| Participant deferral / active EE | $6,505 | $3,030+114.7% | $4,175+55.8% | $4,212+54.5% |
| Admin fee / account holder | $35,649 | $4,863+633.0% | $5,349+566.5% | $7,344+385.4% |