Filed March 9, 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 | $25,961 | $48,076-46.0% | $78,689-67.0% | $62,891-58.7% |
| Participation rate | 91.3% | 65.2%+26.1pp | 73.6%+17.7pp | 69.3%+22.0pp |
| Annual return | 6.60% | 31.35%-24.8pp | 62.18%-55.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $6,351 | $2,015+215.2% | $2,851+122.8% | $2,281+178.4% |
| Participant deferral / active EE | $4,355 | $2,588+68.3% | $3,517+23.8% | $3,203+36.0% |
| Admin fee / account holder | $3,751 | $3,207+17.0% | $4,510-16.8% | $4,296-12.7% |