Filed September 20, 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 | $163,328 | $48,076+239.7% | $78,689+107.6% | $62,891+159.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 0.49% | 31.35%-30.9pp | 62.18%-61.7pp | 20.14%-19.7pp |
| Employer contribution / active EE | $7,054 | $2,015+250.1% | $2,851+147.5% | $2,281+209.3% |
| Participant deferral / active EE | $5,904 | $2,588+128.2% | $3,517+67.9% | $3,203+84.3% |
| Admin fee / account holder | $5,205 | $3,207+62.3% | $4,510+15.4% | $4,296+21.2% |