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 | $56,072 | $58,208-3.7% | $81,812-31.5% | $80,856-30.7% |
| Participation rate | 97.7% | 63.4%+34.3pp | 72.3%+25.4pp | 67.6%+30.1pp |
| Annual return | 10.40% | 41.66%-31.3pp | 773.79%-763.4pp | 35.59%-25.2pp |
| Employer contribution / active EE | $9,358 | $2,340+299.9% | $2,912+221.3% | $2,755+239.7% |
| Participant deferral / active EE | $0 | $3,281-100.0% | $4,319-100.0% | $4,296-100.0% |
| Admin fee / account holder | $12,546 | $4,981+151.9% | $7,386+69.9% | $6,918+81.4% |