Filed February 26, 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.)
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 | $181,395 | $54,762+231.2% | $90,281+100.9% | $72,985+148.5% |
| Participation rate | 89.9% | 65.1%+24.7pp | 73.3%+16.6pp | 69.5%+20.4pp |
| Annual return | 20.24% | 30.63%-10.4pp | 78.10%-57.9pp | 81.00%-60.8pp |
| Employer contribution / active EE | $7,952 | $2,092+280.0% | $2,854+178.6% | $2,440+225.9% |
| Participant deferral / active EE | $6,950 | $2,887+140.7% | $3,885+78.9% | $3,607+92.7% |
| Admin fee / account holder | $11,352 | $3,972+185.8% | $5,351+112.1% | $5,124+121.5% |