Filed December 23, 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 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 | $71,228 | $90,503-21.3% | $78,689-9.5% | $273,961-74.0% |
| Participation rate | 76.2% | 76.5%-0.3pp | 73.6%+2.6pp | 83.0%-6.8pp |
| Annual return | -1.05% | 75.60%-76.7pp | 62.18%-63.2pp | 41.45%-42.5pp |
| Employer contribution / active EE | $6,243 | $3,176+96.6% | $2,851+119.0% | $4,869+28.2% |
| Participant deferral / active EE | $4,765 | $3,901+22.1% | $3,517+35.5% | $5,287-9.9% |
| Admin fee / account holder | $723 | $5,263-86.3% | $4,510-84.0% | $10,132-92.9% |