Filed April 18, 2023 (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 | $50,027 | $100,041-50.0% | $149,718-66.6% | $70,131-28.7% |
| Participation rate | 88.0% | 83.6%+4.5pp | 87.1%+1.0pp | 69.5%+18.5pp |
| Annual return | 106.61% | 27.43%+79.2pp | 1501.63%-1395.0pp | 73.14%+33.5pp |
| Employer contribution / active EE | $2,465 | $3,662-32.7% | $5,445-54.7% | $2,342+5.2% |
| Participant deferral / active EE | $4,709 | $4,983-5.5% | $6,569-28.3% | $3,332+41.3% |
| Admin fee / account holder | $11,862 | $8,286+43.1% | $11,283+5.1% | $4,645+155.3% |