Filed February 28, 2022 (most recent of 3 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 | $124,896 | $148,978-16.2% | $200,582-37.7% | $84,808+47.3% |
| Participation rate | 90.2% | 84.2%+6.0pp | 86.9%+3.4pp | 68.3%+21.9pp |
| Annual return | 12.83% | 28.16%-15.3pp | 42.33%-29.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $3,607 | $4,815-25.1% | $6,419-43.8% | $2,631+37.1% |
| Participant deferral / active EE | $6,658 | $7,142-6.8% | $9,331-28.7% | $4,212+58.1% |
| Admin fee / account holder | $2,595 | $13,977-81.4% | $16,305-84.1% | $7,344-64.7% |