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 | $114,944 | $57,281+100.7% | $86,612+32.7% | $75,163+52.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | -7.26% | 2670.75%-2678.0pp | 591.07%-598.3pp | 160.62%-167.9pp |
| Employer contribution / active EE | $9,153 | $2,314+295.5% | $3,022+202.8% | $2,670+242.8% |
| Participant deferral / active EE | $11,536 | $3,318+247.7% | $4,438+159.9% | $4,125+179.6% |
| Admin fee / account holder | $434 | $4,112-89.5% | $5,614-92.3% | $5,651-92.3% |