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 | $63,111 | $57,281+10.2% | $86,612-27.1% | $75,163-16.0% |
| Participation rate | 94.4% | 63.2%+31.2pp | 71.7%+22.7pp | 67.2%+27.3pp |
| Annual return | 10.15% | 2670.75%-2660.6pp | 591.07%-580.9pp | 160.62%-150.5pp |
| Employer contribution / active EE | $9,076 | $2,314+292.1% | $3,022+200.3% | $2,670+239.9% |
| Participant deferral / active EE | $0 | $3,318-100.0% | $4,438-100.0% | $4,125-100.0% |
| Admin fee / account holder | $419 | $4,112-89.8% | $5,614-92.5% | $5,651-92.6% |