Filed May 29, 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 | $64,087 | $137,414-53.4% | $189,513-66.2% | $85,850-25.3% |
| Participation rate | 74.6% | 84.6%-10.0pp | 87.8%-13.2pp | 69.3%+5.3pp |
| Annual return | 9.23% | 38.14%-28.9pp | 555.15%-545.9pp | 318.53%-309.3pp |
| Employer contribution / active EE | $1,335 | $4,344-69.3% | $6,162-78.3% | $2,565-47.9% |
| Participant deferral / active EE | $3,497 | $6,260-44.1% | $8,221-57.5% | $3,952-11.5% |
| Admin fee / account holder | $2,758 | $8,630-68.0% | $12,045-77.1% | $6,260-55.9% |