Filed July 5, 2022 (most recent of 8 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 | $116,833 | $110,094+6.1% | $151,611-22.9% | $68,494+70.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -19.59% | -10.12%-9.5pp | 3.33%-22.9pp | -7.84%-11.7pp |
| Employer contribution / active EE | $7,167 | $4,471+60.3% | $6,166+16.2% | $2,596+176.0% |
| Participant deferral / active EE | $6,108 | $6,527-6.4% | $8,363-27.0% | $4,027+51.7% |
| Admin fee / account holder | $7,522 | $7,719-2.5% | $11,616-35.2% | $5,403+39.2% |