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 | $119,897 | $65,409+83.3% | $98,442+21.8% | $85,850+39.7% |
| Participation rate | 96.2% | 65.0%+31.2pp | 73.3%+22.9pp | 69.3%+26.9pp |
| Annual return | 11.46% | 21.76%-10.3pp | 1492.73%-1481.3pp | 318.53%-307.1pp |
| Employer contribution / active EE | $3,642 | $2,168+68.0% | $2,960+23.0% | $2,565+42.0% |
| Participant deferral / active EE | $9,372 | $3,166+196.0% | $4,276+119.2% | $3,952+137.2% |
| Admin fee / account holder | $15,387 | $4,593+235.0% | $5,949+158.6% | $6,260+145.8% |