Filed June 4, 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 9-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 | $86,736 | $79,944+8.5% | $98,439-11.9% | $75,163+15.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 12.24% | 19.75%-7.5pp | 21.16%-8.9pp | 160.62%-148.4pp |
| Employer contribution / active EE | $5,304 | $2,264+134.3% | $3,048+74.0% | $2,670+98.7% |
| Participant deferral / active EE | $12,375 | $3,752+229.8% | $4,738+161.2% | $4,125+200.0% |
| Admin fee / account holder | $3,216 | $6,840-53.0% | $8,948-64.1% | $5,651-43.1% |