Filed January 12, 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 | $134,212 | $138,347-3.0% | $184,203-27.1% | $80,856+66.0% |
| Participation rate | 89.3% | 83.9%+5.5pp | 86.8%+2.5pp | 67.6%+21.7pp |
| Annual return | 12.19% | 20.02%-7.8pp | 28.81%-16.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $6,817 | $4,850+40.5% | $6,427+6.1% | $2,755+147.5% |
| Participant deferral / active EE | $5,745 | $7,071-18.7% | $9,131-37.1% | $4,296+33.7% |
| Admin fee / account holder | $21,461 | $10,483+104.7% | $13,901+54.4% | $6,918+210.2% |