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 | $89,105 | $60,124+48.2% | $90,404-1.4% | $79,858+11.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 3.65% | 71.94%-68.3pp | 1293.02%-1289.4pp | 31.71%-28.1pp |
| Employer contribution / active EE | $4,322 | $2,068+109.0% | $3,262+32.5% | $2,471+74.9% |
| Participant deferral / active EE | $9,334 | $2,938+217.7% | $3,963+135.5% | $3,740+149.6% |
| Admin fee / account holder | $10,377 | $3,976+161.0% | $5,611+84.9% | $5,306+95.6% |