Filed September 27, 2024 (most recent of 3 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 6-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,822 | $73,867-88.1% | $143,757-93.9% | $68,494-87.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -24.78% | 1.01%-25.8pp | -0.04%-24.7pp | -7.84%-16.9pp |
| Employer contribution / active EE | $3,800 | $3,184+19.3% | $4,951-23.2% | $2,596+46.4% |
| Participant deferral / active EE | $1,629 | $3,384-51.9% | $5,637-71.1% | $4,027-59.5% |
| Admin fee / account holder | $568 | $5,755-90.1% | $14,673-96.1% | $5,403-89.5% |