Filed November 27, 2024
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,753 | $58,655+20.6% | $91,989-23.1% | $65,185+8.5% |
| Participation rate | 100.0% | 75.3%+24.7pp | 78.6%+21.4pp | 70.2%+29.8pp |
| Annual return | 46.29% | 33.92%+12.4pp | 69.02%-22.7pp | 29.38%+16.9pp |
| Employer contribution / active EE | $8,161 | $2,080+292.3% | $3,452+136.4% | $2,177+274.9% |
| Participant deferral / active EE | $10,627 | $5,474+94.1% | $5,923+79.4% | $3,514+202.4% |
| Admin fee / account holder | $3,071 | $434+607.4% | $7,743-60.3% | $847+262.6% |