Filed June 30, 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 | $176,721 | $54,590+223.7% | $81,930+115.7% | $73,488+140.5% |
| Participation rate | 99.1% | 68.3%+30.8pp | 72.0%+27.1pp | 70.7%+28.4pp |
| Annual return | 17.37% | 17.74%-0.4pp | 29.49%-12.1pp | 28.51%-11.1pp |
| Employer contribution / active EE | $5,050 | $1,636+208.7% | $4,310+17.2% | $2,270+122.4% |
| Participant deferral / active EE | $7,144 | $2,759+158.9% | $7,107+0.5% | $3,740+91.0% |
| Admin fee / account holder | $23,449 | $592+3860.8% | $5,158+354.6% | $513+4470.3% |