Filed December 9, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $354,655 | $105,181+237.2% | $159,436+122.4% | $85,850+313.1% |
| Participation rate | 92.1% | 75.8%+16.3pp | 82.8%+9.3pp | 69.3%+22.8pp |
| Annual return | 7.65% | 45.07%-37.4pp | 263.57%-255.9pp | 318.53%-310.9pp |
| Employer contribution / active EE | $23,387 | $3,318+604.8% | $4,829+384.3% | $2,565+811.7% |
| Participant deferral / active EE | $5,525 | $5,945-7.1% | $7,352-24.9% | $3,952+39.8% |
| Admin fee / account holder | $47,125 | $6,933+579.7% | $10,799+336.4% | $6,260+652.8% |