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 | $96,628 | $105,181-8.1% | $159,436-39.4% | $85,850+12.6% |
| Participation rate | 76.5% | 75.8%+0.7pp | 82.8%-6.4pp | 69.3%+7.2pp |
| Annual return | 9.82% | 45.07%-35.3pp | 263.57%-253.8pp | 318.53%-308.7pp |
| Employer contribution / active EE | $2,286 | $3,318-31.1% | $4,829-52.7% | $2,565-10.9% |
| Participant deferral / active EE | $4,663 | $5,945-21.6% | $7,352-36.6% | $3,952+18.0% |
| Admin fee / account holder | $1,425 | $6,933-79.4% | $10,799-86.8% | $6,260-77.2% |