Filed April 11, 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 | $176,708 | $76,367+131.4% | $93,606+88.8% | $72,985+142.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 18.80% | 25.82%-7.0pp | 32.76%-14.0pp | 81.00%-62.2pp |
| Employer contribution / active EE | $5,849 | $2,275+157.1% | $2,718+115.2% | $2,440+139.7% |
| Participant deferral / active EE | $5,847 | $3,538+65.3% | $4,069+43.7% | $3,607+62.1% |
| Admin fee / account holder | $7,607 | $6,838+11.2% | $7,888-3.6% | $5,124+48.5% |