Filed January 20, 2022
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.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,732 | $136,307-21.7% | $177,821-40.0% | $73,488+45.2% |
| Participation rate | 85.1% | 86.1%-1.0pp | 87.7%-2.6pp | 70.7%+14.4pp |
| Annual return | 9.79% | 18.68%-8.9pp | 48.32%-38.5pp | 28.51%-18.7pp |
| Employer contribution / active EE | $8,530 | $3,712+129.8% | $5,918+44.1% | $2,270+275.7% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $318 | $596-46.7% | $12,427-97.4% | $513-38.1% |