Filed April 5, 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 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 | $66,748 | $49,227+35.6% | $70,449-5.3% | $79,858-16.4% |
| Participation rate | 80.6% | 69.2%+11.5pp | 75.1%+5.6pp | 69.6%+11.0pp |
| Annual return | 15.65% | 30.06%-14.4pp | 109.03%-93.4pp | 31.71%-16.1pp |
| Employer contribution / active EE | $4,643 | $2,099+121.2% | $2,737+69.7% | $2,471+87.9% |
| Participant deferral / active EE | $6,265 | $2,768+126.4% | $3,709+68.9% | $3,740+67.5% |
| Admin fee / account holder | $989 | $2,878-65.7% | $3,845-74.3% | $5,306-81.4% |