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 | $126,999 | $56,897+123.2% | $84,750+49.9% | $62,891+101.9% |
| Participation rate | 75.7% | 68.5%+7.1pp | 76.6%-0.9pp | 69.3%+6.4pp |
| Annual return | -39.86% | 6.30%-46.2pp | 22.78%-62.6pp | 20.14%-60.0pp |
| Employer contribution / active EE | $7,681 | $2,400+220.1% | $3,574+114.9% | $2,281+236.8% |
| Participant deferral / active EE | $3,117 | $2,709+15.1% | $3,712-16.0% | $3,203-2.7% |
| Admin fee / account holder | $13,633 | $3,581+280.7% | $5,332+155.7% | $4,296+217.4% |