Filed January 30, 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 | $52,174 | $109,359-52.3% | $162,163-67.8% | $72,985-28.5% |
| Participation rate | 91.3% | 84.3%+7.1pp | 87.6%+3.7pp | 69.5%+21.8pp |
| Annual return | -0.04% | 25.46%-25.5pp | 115.59%-115.6pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,819 | $3,907-53.5% | $5,614-67.6% | $2,440-25.5% |
| Participant deferral / active EE | $3,018 | $5,481-44.9% | $7,298-58.6% | $3,607-16.3% |
| Admin fee / account holder | $1,997 | $7,972-74.9% | $10,843-81.6% | $5,124-61.0% |