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 | $110,505 | $214,378-48.5% | $200,582-44.9% | $142,382-22.4% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 11.49% | 46.41%-34.9pp | 42.33%-30.8pp | 217.08%-205.6pp |
| Employer contribution / active EE | $8,844 | $6,841+29.3% | $6,419+37.8% | $4,299+105.7% |
| Participant deferral / active EE | $7,199 | $9,865-27.0% | $9,331-22.8% | $6,507+10.6% |
| Admin fee / account holder | $8,506 | $17,692-51.9% | $16,305-47.8% | $12,624-32.6% |