Filed June 1, 2021
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 | $67,488 | $61,774+9.3% | $97,226-30.6% | $80,856-16.5% |
| Participation rate | 90.2% | 63.5%+26.7pp | 72.7%+17.5pp | 67.6%+22.6pp |
| Annual return | 15.33% | -557.90%+573.2pp | 75.13%-59.8pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,585 | $1,837+40.8% | $2,729-5.3% | $2,755-6.2% |
| Participant deferral / active EE | $4,533 | $3,029+49.7% | $4,264+6.3% | $4,296+5.5% |
| Admin fee / account holder | $2,354 | $5,166-54.4% | $5,654-58.4% | $6,918-66.0% |