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 | $55,506 | $137,414-59.6% | $189,513-70.7% | $85,850-35.3% |
| Participation rate | 86.0% | 84.6%+1.4pp | 87.8%-1.8pp | 69.3%+16.7pp |
| Annual return | 6.54% | 38.14%-31.6pp | 555.15%-548.6pp | 318.53%-312.0pp |
| Employer contribution / active EE | $2,552 | $4,344-41.2% | $6,162-58.6% | $2,565-0.5% |
| Participant deferral / active EE | $4,361 | $6,260-30.3% | $8,221-47.0% | $3,952+10.4% |
| Admin fee / account holder | $1,837 | $8,630-78.7% | $12,045-84.7% | $6,260-70.6% |