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 | $190,375 | $53,127+258.3% | $86,590+119.9% | $70,131+171.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 11.47% | 27.66%-16.2pp | 964.84%-953.4pp | 73.14%-61.7pp |
| Employer contribution / active EE | $7,530 | $2,068+264.1% | $2,839+165.2% | $2,342+221.5% |
| Participant deferral / active EE | $6,106 | $2,696+126.5% | $3,609+69.2% | $3,332+83.3% |
| Admin fee / account holder | $3,114 | $3,585-13.1% | $4,906-36.5% | $4,645-33.0% |