Filed October 6, 2022 (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 | $73,332 | $58,927+24.4% | $76,817-4.5% | $72,985+0.5% |
| Participation rate | 95.1% | 67.3%+27.7pp | 72.1%+23.0pp | 69.5%+25.6pp |
| Annual return | 1.44% | 2305.64%-2304.2pp | 1166.11%-1164.7pp | 81.00%-79.6pp |
| Employer contribution / active EE | $5,415 | $1,787+203.0% | $2,302+135.2% | $2,440+121.9% |
| Participant deferral / active EE | $3,181 | $2,690+18.2% | $3,336-4.7% | $3,607-11.8% |
| Admin fee / account holder | $23,163 | $4,013+477.2% | $6,420+260.8% | $5,124+352.0% |