Filed March 31, 2023 (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 | $79,575 | $77,503+2.7% | $100,391-20.7% | $80,856-1.6% |
| Participation rate | 96.6% | 76.9%+19.6pp | 81.5%+15.1pp | 67.6%+28.9pp |
| Annual return | 10.50% | 37.20%-26.7pp | 49.20%-38.7pp | 35.59%-25.1pp |
| Employer contribution / active EE | $3,357 | $2,801+19.9% | $3,942-14.8% | $2,755+21.9% |
| Participant deferral / active EE | $5,040 | $6,820-26.1% | $8,082-37.6% | $4,296+17.3% |
| Admin fee / account holder | $7,001 | $5,897+18.7% | $7,899-11.4% | $6,918+1.2% |