Filed November 7, 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 | $65,765 | $130,194-49.5% | $169,993-61.3% | $71,457-8.0% |
| Participation rate | 86.2% | 86.1%+0.1pp | 87.0%-0.8pp | 67.9%+18.3pp |
| Annual return | 16.25% | 20.37%-4.1pp | 53.37%-37.1pp | 28.85%-12.6pp |
| Employer contribution / active EE | $2,444 | $4,381-44.2% | $6,785-64.0% | $2,588-5.5% |
| Participant deferral / active EE | $4,527 | $6,923-34.6% | $10,408-56.5% | $4,289+5.6% |
| Admin fee / account holder | $4,569 | $966+373.2% | $12,815-64.3% | $1,587+187.9% |