Filed March 1, 2023 (most recent of 4 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 | $120,366 | $68,547+75.6% | $120,3540% | $80,856+48.9% |
| Participation rate | 95.6% | 61.6%+34.0pp | 71.9%+23.6pp | 67.6%+27.9pp |
| Annual return | 9.58% | 23.60%-14.0pp | 107.15%-97.6pp | 35.59%-26.0pp |
| Employer contribution / active EE | $5,122 | $2,051+149.7% | $3,463+47.9% | $2,755+85.9% |
| Participant deferral / active EE | $11,577 | $3,173+264.8% | $4,991+132.0% | $4,296+169.5% |
| Admin fee / account holder | $33,137 | $5,732+478.1% | $9,423+251.7% | $6,918+379.0% |