Filed December 11, 2022
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 | $78,302 | $81,900-4.4% | $119,609-34.5% | $68,494+14.3% |
| Participation rate | 95.2% | 71.9%+23.3pp | 79.3%+16.0pp | 67.9%+27.3pp |
| Annual return | -17.01% | -23.82%+6.8pp | -14.97%-2.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,443 | $2,693-9.3% | $4,232-42.3% | $2,596-5.9% |
| Participant deferral / active EE | $4,895 | $4,148+18.0% | $5,602-12.6% | $4,027+21.5% |
| Admin fee / account holder | $2,154 | $6,582-67.3% | $10,323-79.1% | $5,403-60.1% |