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.
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 | $66,704 | $94,529-29.4% | $140,016-52.4% | $64,186+3.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -8.59% | 7.77%-16.4pp | 651.12%-659.7pp | 7.63%-16.2pp |
| Employer contribution / active EE | $5,755 | $3,812+50.9% | $5,606+2.7% | $2,381+141.7% |
| Participant deferral / active EE | $4,070 | $5,250-22.5% | $6,927-41.2% | $3,470+17.3% |
| Admin fee / account holder | $4,978 | $6,741-26.2% | $10,705-53.5% | $4,888+1.8% |