Filed June 26, 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 | $142,395 | $108,825+30.8% | $156,181-8.8% | $82,448+72.7% |
| Participation rate | 97.6% | 72.4%+25.3pp | 78.8%+18.8pp | 68.1%+29.6pp |
| Annual return | 17.06% | 20.59%-3.5pp | 64.87%-47.8pp | 41.64%-24.6pp |
| Employer contribution / active EE | $6,620 | $2,870+130.7% | $4,294+54.2% | $2,551+159.5% |
| Participant deferral / active EE | $12,936 | $4,577+182.6% | $6,132+111.0% | $4,139+212.5% |
| Admin fee / account holder | $13,291 | $9,341+42.3% | $14,586-8.9% | $7,234+83.7% |