Filed December 18, 2023 (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.
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,648 | $138,347-81.5% | $184,203-86.1% | $80,856-68.3% |
| Participation rate | 76.0% | 83.9%-7.9pp | 86.8%-10.8pp | 67.6%+8.4pp |
| Annual return | 23.67% | 20.02%+3.7pp | 28.81%-5.1pp | 35.59%-11.9pp |
| Employer contribution / active EE | $2,013 | $4,850-58.5% | $6,427-68.7% | $2,755-26.9% |
| Participant deferral / active EE | $2,993 | $7,071-57.7% | $9,131-67.2% | $4,296-30.3% |
| Admin fee / account holder | $3,098 | $10,483-70.5% | $13,901-77.7% | $6,918-55.2% |