Filed July 18, 2022 (most recent of 3 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 | $71,699 | $137,414-47.8% | $189,513-62.2% | $85,850-16.5% |
| Participation rate | 88.2% | 84.6%+3.6pp | 87.8%+0.4pp | 69.3%+18.9pp |
| Annual return | 11.47% | 38.14%-26.7pp | 555.15%-543.7pp | 318.53%-307.1pp |
| Employer contribution / active EE | $2,228 | $4,344-48.7% | $6,162-63.8% | $2,565-13.2% |
| Participant deferral / active EE | $3,866 | $6,260-38.2% | $8,221-53.0% | $3,952-2.2% |
| Admin fee / account holder | $2,877 | $8,630-66.7% | $12,045-76.1% | $6,260-54.0% |