Filed June 8, 2023 (most recent of 4 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 | $42,598 | $109,359-61.0% | $162,163-73.7% | $72,985-41.6% |
| Participation rate | 88.4% | 84.3%+4.1pp | 87.6%+0.8pp | 69.5%+18.9pp |
| Annual return | 11.38% | 25.46%-14.1pp | 115.59%-104.2pp | 81.00%-69.6pp |
| Employer contribution / active EE | $2,119 | $3,907-45.8% | $5,614-62.3% | $2,440-13.2% |
| Participant deferral / active EE | $3,802 | $5,481-30.6% | $7,298-47.9% | $3,607+5.4% |
| Admin fee / account holder | $757 | $7,972-90.5% | $10,843-93.0% | $5,124-85.2% |