Filed April 13, 2023 (most recent of 2 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 3-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 | $78,484 | $75,828+3.5% | $147,614-46.8% | $59,632+31.6% |
| Participation rate | 97.8% | 71.6%+26.2pp | 84.6%+13.2pp | 68.7%+29.1pp |
| Annual return | -2.76% | 0.37%-3.1pp | 61.98%-64.7pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $1,667 | $3,485-52.2% | $5,564-70.0% | $2,203-24.3% |
| Participant deferral / active EE | $1,534 | $3,130-51.0% | $4,895-68.7% | $3,192-51.9% |
| Admin fee / account holder | $9,887 | $5,985+65.2% | $11,611-14.9% | $4,297+130.1% |