Filed February 27, 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 | $109,639 | $201,272-45.5% | $184,203-40.5% | $145,922-24.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.22% | 29.00%-20.8pp | 28.81%-20.6pp | 561.29%-553.1pp |
| Employer contribution / active EE | $12,213 | $7,022+73.9% | $6,427+90.0% | $4,660+162.1% |
| Participant deferral / active EE | $13,037 | $9,806+33.0% | $9,131+42.8% | $6,688+94.9% |
| Admin fee / account holder | $60,097 | $16,364+267.3% | $13,901+332.3% | $13,397+348.6% |