Filed May 17, 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 | $54,240 | $71,883-24.5% | $86,677-37.4% | $68,494-20.8% |
| Participation rate | 84.3% | 72.2%+12.0pp | 76.6%+7.7pp | 67.9%+16.4pp |
| Annual return | -18.88% | 3.52%-22.4pp | 35.91%-54.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,735 | $2,173-20.1% | $2,836-38.8% | $2,596-33.2% |
| Participant deferral / active EE | $4,746 | $3,779+25.6% | $4,656+1.9% | $4,027+17.9% |
| Admin fee / account holder | $23,317 | $6,112+281.5% | $7,493+211.2% | $5,403+331.6% |