Filed March 15, 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 | $209,698 | $77,899+169.2% | $149,673+40.1% | $75,163+179.0% |
| Participation rate | 91.4% | 65.6%+25.8pp | 78.8%+12.7pp | 67.2%+24.2pp |
| Annual return | 12.35% | 31.72%-19.4pp | 134.42%-122.1pp | 160.62%-148.3pp |
| Employer contribution / active EE | $12,806 | $3,137+308.2% | $4,818+165.8% | $2,670+379.7% |
| Participant deferral / active EE | $10,232 | $3,411+200.0% | $5,680+80.1% | $4,125+148.0% |
| Admin fee / account holder | $7,907 | $5,956+32.7% | $13,210-40.1% | $5,651+39.9% |