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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $238,644 | $65,409+264.8% | $98,442+142.4% | $85,850+178.0% |
| Participation rate | 85.1% | 65.0%+20.1pp | 73.3%+11.7pp | 69.3%+15.7pp |
| Annual return | 11.45% | 21.76%-10.3pp | 1492.73%-1481.3pp | 318.53%-307.1pp |
| Employer contribution / active EE | $7,887 | $2,168+263.8% | $2,960+166.5% | $2,565+207.5% |
| Participant deferral / active EE | $6,803 | $3,166+114.8% | $4,276+59.1% | $3,952+72.1% |
| Admin fee / account holder | $6,427 | $4,593+39.9% | $5,949+8.0% | $6,260+2.7% |