Filed November 21, 2024 (most recent of 4 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 | $226,776 | $60,124+277.2% | $90,404+150.8% | $79,858+184.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 7.33% | 71.94%-64.6pp | 1293.02%-1285.7pp | 31.71%-24.4pp |
| Employer contribution / active EE | $5,079 | $2,068+145.6% | $3,262+55.7% | $2,471+105.6% |
| Participant deferral / active EE | $9,237 | $2,938+214.4% | $3,963+133.1% | $3,740+147.0% |
| Admin fee / account holder | $16,708 | $3,976+320.2% | $5,611+197.8% | $5,306+214.9% |