Filed October 11, 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 8-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 | $59,043 | $101,955-42.1% | $112,887-47.7% | $71,457-17.4% |
| Participation rate | 97.5% | 82.1%+15.4pp | 80.5%+17.0pp | 67.9%+29.6pp |
| Annual return | 75.81% | 28.92%+46.9pp | 34.10%+41.7pp | 28.85%+47.0pp |
| Employer contribution / active EE | $4,703 | $4,743-0.8% | $4,563+3.1% | $2,588+81.8% |
| Participant deferral / active EE | $12,242 | $6,771+80.8% | $6,513+88.0% | $4,289+185.4% |
| Admin fee / account holder | $3,529 | $1,395+153.0% | $7,047-49.9% | $1,587+122.4% |