Filed December 22, 2021 (most recent of 4 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 | $42,828 | $125,758-65.9% | $169,993-74.8% | $75,163-43.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | -3.39% | 27.20%-30.6pp | 53.37%-56.8pp | 160.62%-164.0pp |
| Employer contribution / active EE | $4,182 | $4,615-9.4% | $6,785-38.4% | $2,670+56.6% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $10,408-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,214 | $8,173-72.9% | $12,815-82.7% | $5,651-60.8% |