Filed December 8, 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 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 | $88,691 | $89,355-0.7% | $141,162-37.2% | $72,985+21.5% |
| Participation rate | 95.2% | 75.1%+20.1pp | 82.5%+12.7pp | 69.5%+25.7pp |
| Annual return | 22.97% | 111.85%-88.9pp | 71.39%-48.4pp | 81.00%-58.0pp |
| Employer contribution / active EE | $5,881 | $3,114+88.8% | $4,735+24.2% | $2,440+141.0% |
| Participant deferral / active EE | $5,604 | $5,418+3.4% | $6,709-16.5% | $3,607+55.3% |
| Admin fee / account holder | $1,882 | $5,958-68.4% | $10,261-81.7% | $5,124-63.3% |