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 | $141,359 | $125,758+12.4% | $169,993-16.8% | $75,163+88.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 12.21% | 27.20%-15.0pp | 53.37%-41.2pp | 160.62%-148.4pp |
| Employer contribution / active EE | $7,708 | $4,615+67.0% | $6,785+13.6% | $2,670+188.7% |
| Participant deferral / active EE | $6,578 | $6,837-3.8% | $10,408-36.8% | $4,125+59.5% |
| Admin fee / account holder | $3,336 | $8,173-59.2% | $12,815-74.0% | $5,651-41.0% |