Filed June 17, 2022 (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 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 | $105,204 | $60,124+75.0% | $90,404+16.4% | $79,858+31.7% |
| Participation rate | 96.8% | 65.0%+31.8pp | 72.7%+24.1pp | 69.6%+27.1pp |
| Annual return | 7.99% | 71.94%-63.9pp | 1293.02%-1285.0pp | 31.71%-23.7pp |
| Employer contribution / active EE | $3,273 | $2,068+58.3% | $3,262+0.3% | $2,471+32.5% |
| Participant deferral / active EE | $8,236 | $2,938+180.3% | $3,963+107.8% | $3,740+120.2% |
| Admin fee / account holder | $48,964 | $3,976+1131.3% | $5,611+772.7% | $5,306+822.7% |