Filed February 7, 2023
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 | $100,376 | $57,281+75.2% | $86,612+15.9% | $75,163+33.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 13.42% | 2670.75%-2657.3pp | 591.07%-577.7pp | 160.62%-147.2pp |
| Employer contribution / active EE | $7,957 | $2,314+243.8% | $3,022+163.3% | $2,670+198.0% |
| Participant deferral / active EE | $2,698 | $3,318-18.7% | $4,438-39.2% | $4,125-34.6% |
| Admin fee / account holder | $13,783 | $4,112+235.2% | $5,614+145.5% | $5,651+143.9% |