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 | $79,453 | $125,758-36.8% | $169,993-53.3% | $75,163+5.7% |
| Participation rate | 98.8% | 83.6%+15.2pp | 87.0%+11.8pp | 67.2%+31.6pp |
| Annual return | 9.47% | 27.20%-17.7pp | 53.37%-43.9pp | 160.62%-151.2pp |
| Employer contribution / active EE | $3,978 | $4,615-13.8% | $6,785-41.4% | $2,670+49.0% |
| Participant deferral / active EE | $3,032 | $6,837-55.7% | $10,408-70.9% | $4,125-26.5% |
| Admin fee / account holder | $11,456 | $8,173+40.2% | $12,815-10.6% | $5,651+102.7% |