Filed February 3, 2023 (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 | $87,542 | $53,127+64.8% | $86,590+1.1% | $70,131+24.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 11.81% | 27.66%-15.8pp | 964.84%-953.0pp | 73.14%-61.3pp |
| Employer contribution / active EE | $3,336 | $2,068+61.3% | $2,839+17.5% | $2,342+42.4% |
| Participant deferral / active EE | $7,485 | $2,696+177.7% | $3,609+107.4% | $3,332+124.7% |
| Admin fee / account holder | $38,254 | $3,585+966.9% | $4,906+679.8% | $4,645+723.5% |