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 | $55,263 | $185,822-70.3% | $169,993-67.5% | $139,434-60.4% |
| Participation rate | 77.8% | 87.8%-10.0pp | 87.0%-9.2pp | 80.3%-2.5pp |
| Annual return | 9.95% | 60.50%-50.6pp | 53.37%-43.4pp | 372.94%-363.0pp |
| Employer contribution / active EE | $4,512 | $7,590-40.5% | $6,785-33.5% | $4,751-5.0% |
| Participant deferral / active EE | $4,920 | $11,622-57.7% | $10,408-52.7% | $6,710-26.7% |
| Admin fee / account holder | $13,114 | $15,381-14.7% | $12,815+2.3% | $11,403+15.0% |