Filed November 15, 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 | $113,440 | $183,963-38.3% | $162,163-30.0% | $152,861-25.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 11.61% | 150.76%-139.2pp | 115.59%-104.0pp | 345.32%-333.7pp |
| Employer contribution / active EE | $4,217 | $6,371-33.8% | $5,614-24.9% | $4,762-11.5% |
| Participant deferral / active EE | $3,506 | $8,034-56.4% | $7,298-52.0% | $5,850-40.1% |
| Admin fee / account holder | $1,776 | $13,121-86.5% | $10,843-83.6% | $11,596-84.7% |