Filed April 18, 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 | $44,412 | $209,832-78.8% | $189,513-76.6% | $167,490-73.5% |
| Participation rate | 86.4% | 88.7%-2.3pp | 87.8%-1.4pp | 82.1%+4.3pp |
| Annual return | 7.51% | 748.27%-740.8pp | 555.15%-547.6pp | 478.56%-471.0pp |
| Employer contribution / active EE | $3,789 | $6,914-45.2% | $6,162-38.5% | $4,837-21.7% |
| Participant deferral / active EE | $4,048 | $8,935-54.7% | $8,221-50.8% | $6,341-36.2% |
| Admin fee / account holder | $4,852 | $14,293-66.1% | $12,045-59.7% | $12,309-60.6% |