Filed May 21, 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.
Participant 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 | $35,604 | $100,041-64.4% | $149,718-76.2% | $70,131-49.2% |
| Participation rate | 86.5% | 83.6%+2.9pp | 87.1%-0.6pp | 69.5%+16.9pp |
| Annual return | 14.14% | 27.43%-13.3pp | 1501.63%-1487.5pp | 73.14%-59.0pp |
| Employer contribution / active EE | $1,577 | $3,662-56.9% | $5,445-71.0% | $2,342-32.7% |
| Participant deferral / active EE | $1,963 | $4,983-60.6% | $6,569-70.1% | $3,332-41.1% |
| Admin fee / account holder | $3,182 | $8,286-61.6% | $11,283-71.8% | $4,645-31.5% |