Filed January 11, 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.
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 | $127,334 | $138,347-8.0% | $184,203-30.9% | $80,856+57.5% |
| Participation rate | 84.6% | 83.9%+0.7pp | 86.8%-2.2pp | 67.6%+17.0pp |
| Annual return | 10.87% | 20.02%-9.1pp | 28.81%-17.9pp | 35.59%-24.7pp |
| Employer contribution / active EE | $4,069 | $4,850-16.1% | $6,427-36.7% | $2,755+47.7% |
| Participant deferral / active EE | $5,509 | $7,071-22.1% | $9,131-39.7% | $4,296+28.2% |
| Admin fee / account holder | $879 | $10,483-91.6% | $13,901-93.7% | $6,918-87.3% |