Filed July 5, 2022 (most recent of 8 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 | $127,494 | $123,793+3.0% | $177,821-28.3% | $79,858+59.7% |
| Participation rate | 98.8% | 84.7%+14.1pp | 87.7%+11.0pp | 69.6%+29.1pp |
| Annual return | 19.00% | 22.82%-3.8pp | 48.32%-29.3pp | 31.71%-12.7pp |
| Employer contribution / active EE | $5,166 | $4,095+26.2% | $5,918-12.7% | $2,471+109.1% |
| Participant deferral / active EE | $5,548 | $5,956-6.8% | $7,714-28.1% | $3,740+48.4% |
| Admin fee / account holder | $6,466 | $7,243-10.7% | $12,427-48.0% | $5,306+21.9% |