Filed October 17, 2024 (most recent of 5 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $76,914 | $123,793-37.9% | $177,821-56.7% | $79,858-3.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 8.54% | 22.82%-14.3pp | 48.32%-39.8pp | 31.71%-23.2pp |
| Employer contribution / active EE | $3,641 | $4,095-11.1% | $5,918-38.5% | $2,471+47.4% |
| Participant deferral / active EE | $2,128 | $5,956-64.3% | $7,714-72.4% | $3,740-43.1% |
| Admin fee / account holder | $5,441 | $7,243-24.9% | $12,427-56.2% | $5,306+2.5% |