Filed February 28, 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 | $72,076 | $52,681+36.8% | $75,781-4.9% | $59,632+20.9% |
| Participation rate | 89.5% | 67.2%+22.2pp | 75.8%+13.7pp | 68.7%+20.8pp |
| Annual return | -3.79% | 2.95%-6.7pp | 9.68%-13.5pp | 2041.28%-2045.1pp |
| Employer contribution / active EE | $2,402 | $2,193+9.5% | $3,323-27.7% | $2,203+9.0% |
| Participant deferral / active EE | $4,803 | $2,591+85.4% | $3,651+31.5% | $3,192+50.5% |
| Admin fee / account holder | $772 | $3,610-78.6% | $5,299-85.4% | $4,297-82.0% |