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 | $68,465 | $58,208+17.6% | $81,812-16.3% | $80,856-15.3% |
| Participation rate | 93.5% | 63.4%+30.1pp | 72.3%+21.2pp | 67.6%+25.9pp |
| Annual return | 8.87% | 41.66%-32.8pp | 773.79%-764.9pp | 35.59%-26.7pp |
| Employer contribution / active EE | $4,849 | $2,340+107.2% | $2,912+66.5% | $2,755+76.0% |
| Participant deferral / active EE | $8,493 | $3,281+158.9% | $4,319+96.7% | $4,296+97.7% |
| Admin fee / account holder | $33,469 | $4,981+571.9% | $7,386+353.1% | $6,918+383.8% |