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 | $126,347 | $137,414-8.1% | $189,513-33.3% | $85,850+47.2% |
| Participation rate | 95.9% | 84.6%+11.3pp | 87.8%+8.1pp | 69.3%+26.6pp |
| Annual return | 11.01% | 38.14%-27.1pp | 555.15%-544.1pp | 318.53%-307.5pp |
| Employer contribution / active EE | $6,176 | $4,344+42.2% | $6,162+0.2% | $2,565+140.8% |
| Participant deferral / active EE | $4,623 | $6,260-26.2% | $8,221-43.8% | $3,952+17.0% |
| Admin fee / account holder | $13,726 | $8,630+59.1% | $12,045+14.0% | $6,260+119.3% |