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.
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 | $106,031 | $148,978-28.8% | $200,582-47.1% | $84,808+25.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | -0.23% | 28.16%-28.4pp | 42.33%-42.6pp | 40.90%-41.1pp |
| Employer contribution / active EE | $11,505 | $4,815+138.9% | $6,419+79.2% | $2,631+337.3% |
| Participant deferral / active EE | $0 | $7,142-100.0% | $9,331-100.0% | $4,212-100.0% |
| Admin fee / account holder | $4,861 | $13,977-65.2% | $16,305-70.2% | $7,344-33.8% |