Filed December 26, 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 | $72,925 | $98,750-26.2% | $149,696-51.3% | $79,858-8.7% |
| Participation rate | 75.8% | 75.8%0pp | 82.5%-6.7pp | 69.6%+6.1pp |
| Annual return | 12.05% | 27.43%-15.4pp | 276.60%-264.6pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,901 | $3,216-40.9% | $4,644-59.1% | $2,471-23.1% |
| Participant deferral / active EE | $4,792 | $5,680-15.6% | $6,842-30.0% | $3,740+28.1% |
| Admin fee / account holder | $3,964 | $6,053-34.5% | $9,309-57.4% | $5,306-25.3% |