Filed January 12, 2023 (most recent of 3 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 | $96,391 | $100,041-3.6% | $149,718-35.6% | $70,131+37.4% |
| Participation rate | 98.7% | 83.6%+15.1pp | 87.1%+11.6pp | 69.5%+29.1pp |
| Annual return | 12.87% | 27.43%-14.6pp | 1501.63%-1488.8pp | 73.14%-60.3pp |
| Employer contribution / active EE | $5,826 | $3,662+59.1% | $5,445+7.0% | $2,342+148.7% |
| Participant deferral / active EE | $4,154 | $4,983-16.6% | $6,569-36.8% | $3,332+24.7% |
| Admin fee / account holder | $13,777 | $8,286+66.3% | $11,283+22.1% | $4,645+196.6% |