Filed June 3, 2022
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 3-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 | $52,977 | $50,127+5.7% | $149,673-64.6% | $80,160-33.9% |
| Participation rate | 94.9% | 64.3%+30.6pp | 78.8%+16.1pp | 72.9%+22.0pp |
| Annual return | 6102.60% | 29.82%+6072.8pp | 134.42%+5968.2pp | 40.38%+6062.2pp |
| Employer contribution / active EE | $4,778 | $1,865+156.2% | $4,818-0.8% | $2,978+60.5% |
| Participant deferral / active EE | $9,527 | $3,194+198.3% | $5,680+67.7% | $5,017+89.9% |
| Admin fee / account holder | $3,262 | $153+2036.9% | $13,210-75.3% | $145+2150.9% |