Filed January 22, 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 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 | $74,098 | $110,094-32.7% | $151,611-51.1% | $68,494+8.2% |
| Participation rate | 87.9% | 84.0%+3.9pp | 87.5%+0.4pp | 67.9%+20.0pp |
| Annual return | -23.62% | -10.12%-13.5pp | 3.33%-26.9pp | -7.84%-15.8pp |
| Employer contribution / active EE | $2,118 | $4,471-52.6% | $6,166-65.6% | $2,596-18.4% |
| Participant deferral / active EE | $8,564 | $6,527+31.2% | $8,363+2.4% | $4,027+112.7% |
| Admin fee / account holder | $2,362 | $7,719-69.4% | $11,616-79.7% | $5,403-56.3% |