Filed June 13, 2023
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 6-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 | $18,730 | $55,472-66.2% | $155,567-88.0% | $74,546-74.9% |
| Participation rate | 83.3% | 61.9%+21.4pp | 78.2%+5.1pp | 67.2%+16.1pp |
| Annual return | 20.45% | 268.72%-248.3pp | 64.74%-44.3pp | 1366.03%-1345.6pp |
| Employer contribution / active EE | $2,132 | $2,269-6.0% | $4,674-54.4% | $2,624-18.8% |
| Participant deferral / active EE | $3,211 | $2,838+13.2% | $5,628-42.9% | $4,347-26.1% |
| Admin fee / account holder | $1,106 | $1,743-36.5% | $15,916-93.0% | $1,944-43.1% |