Filed May 18, 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 | $167,992 | $81,460+106.2% | $103,333+62.6% | $80,856+107.8% |
| Participation rate | 90.3% | 66.8%+23.5pp | 74.5%+15.8pp | 67.6%+22.7pp |
| Annual return | 8.62% | 25.55%-16.9pp | 24.88%-16.3pp | 35.59%-27.0pp |
| Employer contribution / active EE | $4,215 | $3,105+35.8% | $3,868+9.0% | $2,755+53.0% |
| Participant deferral / active EE | $5,548 | $3,869+43.4% | $5,057+9.7% | $4,296+29.1% |
| Admin fee / account holder | $16,066 | $6,566+144.7% | $8,355+92.3% | $6,918+132.2% |