Filed July 8, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $14,937 | $138,347-89.2% | $184,203-91.9% | $80,856-81.5% |
| Participation rate | 96.0% | 83.9%+12.1pp | 86.8%+9.2pp | 67.6%+28.4pp |
| Annual return | 18.92% | 20.02%-1.1pp | 28.81%-9.9pp | 35.59%-16.7pp |
| Employer contribution / active EE | $122 | $4,850-97.5% | $6,427-98.1% | $2,755-95.6% |
| Participant deferral / active EE | $0 | $7,071-100.0% | $9,131-100.0% | $4,296-100.0% |
| Admin fee / account holder | $621 | $10,483-94.1% | $13,901-95.5% | $6,918-91.0% |