Filed January 23, 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 | $53,080 | $94,529-43.8% | $140,016-62.1% | $64,186-17.3% |
| Participation rate | 78.6% | 84.1%-5.5pp | 87.5%-8.9pp | 69.6%+9.0pp |
| Annual return | -11.17% | 7.77%-18.9pp | 651.12%-662.3pp | 7.63%-18.8pp |
| Employer contribution / active EE | $1,615 | $3,812-57.6% | $5,606-71.2% | $2,381-32.2% |
| Participant deferral / active EE | $2,928 | $5,250-44.2% | $6,927-57.7% | $3,470-15.6% |
| Admin fee / account holder | $3,005 | $6,741-55.4% | $10,705-71.9% | $4,888-38.5% |