Filed July 7, 2022 (most recent of 4 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 | $63,808 | $123,793-48.5% | $177,821-64.1% | $79,858-20.1% |
| Participation rate | 88.1% | 84.7%+3.4pp | 87.7%+0.4pp | 69.6%+18.5pp |
| Annual return | 10.30% | 22.82%-12.5pp | 48.32%-38.0pp | 31.71%-21.4pp |
| Employer contribution / active EE | $2,301 | $4,095-43.8% | $5,918-61.1% | $2,471-6.9% |
| Participant deferral / active EE | $3,247 | $5,956-45.5% | $7,714-57.9% | $3,740-13.2% |
| Admin fee / account holder | $3,827 | $7,243-47.2% | $12,427-69.2% | $5,306-27.9% |