Filed July 5, 2022 (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 | $111,884 | $138,347-19.1% | $184,203-39.3% | $80,856+38.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 9.63% | 20.02%-10.4pp | 28.81%-19.2pp | 35.59%-26.0pp |
| Employer contribution / active EE | $5,422 | $4,850+11.8% | $6,427-15.6% | $2,755+96.8% |
| Participant deferral / active EE | $6,078 | $7,071-14.0% | $9,131-33.4% | $4,296+41.5% |
| Admin fee / account holder | $22,044 | $10,483+110.3% | $13,901+58.6% | $6,918+218.6% |