Filed April 12, 2024 (most recent of 3 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 | $56,496 | $34,308+64.7% | $74,701-24.4% | $72,985-22.6% |
| Participation rate | 88.7% | 42.4%+46.3pp | 54.5%+34.2pp | 69.5%+19.2pp |
| Annual return | 15.20% | 26.58%-11.4pp | 752.92%-737.7pp | 81.00%-65.8pp |
| Employer contribution / active EE | $1,132 | $692+63.7% | $1,084+4.5% | $2,440-53.6% |
| Participant deferral / active EE | $5,288 | $1,271+316.0% | $1,964+169.3% | $3,607+46.6% |
| Admin fee / account holder | $5,857 | $2,124+175.7% | $3,333+75.7% | $5,124+14.3% |