Filed February 26, 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 | $170,194 | $53,127+220.3% | $86,590+96.6% | $70,131+142.7% |
| Participation rate | 90.9% | 65.3%+25.6pp | 73.5%+17.4pp | 69.5%+21.4pp |
| Annual return | 9.27% | 27.66%-18.4pp | 964.84%-955.6pp | 73.14%-63.9pp |
| Employer contribution / active EE | $6,766 | $2,068+227.2% | $2,839+138.3% | $2,342+188.9% |
| Participant deferral / active EE | $6,410 | $2,696+137.8% | $3,609+77.6% | $3,332+92.4% |
| Admin fee / account holder | $7,363 | $3,585+105.3% | $4,906+50.1% | $4,645+58.5% |