Filed December 13, 2024 (most recent of 3 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 | $37,854 | $110,094-65.6% | $151,611-75.0% | $68,494-44.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 87.5%+1.4pp | 67.9%+21.0pp |
| Annual return | -18.93% | -10.12%-8.8pp | 3.33%-22.3pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,673 | $4,471-62.6% | $6,166-72.9% | $2,596-35.5% |
| Participant deferral / active EE | $4,142 | $6,527-36.5% | $8,363-50.5% | $4,027+2.9% |
| Admin fee / account holder | $4,548 | $7,719-41.1% | $11,616-60.8% | $5,403-15.8% |