Filed November 5, 2024 (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 9-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $19,101 | $102,553-81.4% | $151,611-87.4% | $66,914-71.5% |
| Participation rate | 98.2% | 85.5%+12.7pp | 87.5%+10.7pp | 69.8%+28.4pp |
| Annual return | -11.70% | -10.82%-0.9pp | 3.33%-15.0pp | 1.58%-13.3pp |
| Employer contribution / active EE | $2,271 | $4,180-45.7% | $6,166-63.2% | $2,544-10.7% |
| Participant deferral / active EE | $1,814 | $6,641-72.7% | $8,363-78.3% | $4,237-57.2% |
| Admin fee / account holder | $2,772 | $630+340.2% | $11,616-76.1% | $593+367.3% |