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 | $80,609 | $59,101+36.4% | $77,163+4.5% | $75,163+7.2% |
| Participation rate | 96.3% | 63.9%+32.4pp | 69.6%+26.7pp | 67.2%+29.1pp |
| Annual return | 12.94% | 26.71%-13.8pp | 37.87%-24.9pp | 160.62%-147.7pp |
| Employer contribution / active EE | $5,510 | $1,995+176.2% | $2,535+117.4% | $2,670+106.4% |
| Participant deferral / active EE | $4,045 | $2,999+34.9% | $3,833+5.5% | $4,125-2.0% |
| Admin fee / account holder | $6,889 | $4,774+44.3% | $5,472+25.9% | $5,651+21.9% |