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 | $95,855 | $72,277+32.6% | $101,248-5.3% | $79,858+20.0% |
| Participation rate | 97.3% | 68.5%+28.9pp | 75.8%+21.5pp | 69.6%+27.7pp |
| Annual return | 9.70% | 22.30%-12.6pp | 46.47%-36.8pp | 31.71%-22.0pp |
| Employer contribution / active EE | $3,780 | $2,692+40.4% | $3,660+3.3% | $2,471+53.0% |
| Participant deferral / active EE | $8,148 | $3,282+148.3% | $4,370+86.4% | $3,740+117.9% |
| Admin fee / account holder | $13,360 | $4,400+203.6% | $5,945+124.7% | $5,306+151.8% |