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 | $56,984 | $125,758-54.7% | $169,993-66.5% | $75,163-24.2% |
| Participation rate | 90.7% | 83.6%+7.1pp | 87.0%+3.7pp | 67.2%+23.5pp |
| Annual return | 10.46% | 27.20%-16.7pp | 53.37%-42.9pp | 160.62%-150.2pp |
| Employer contribution / active EE | $2,599 | $4,615-43.7% | $6,785-61.7% | $2,670-2.7% |
| Participant deferral / active EE | $3,765 | $6,837-44.9% | $10,408-63.8% | $4,125-8.7% |
| Admin fee / account holder | $8,282 | $8,173+1.3% | $12,815-35.4% | $5,651+46.6% |