Filed December 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 | $39,879 | $77,813-48.8% | $123,544-67.7% | $64,186-37.9% |
| Participation rate | 71.7% | 74.7%-3.0pp | 82.3%-10.6pp | 69.6%+2.2pp |
| Annual return | -7.12% | 12.48%-19.6pp | 119.20%-126.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,697 | $3,014-10.5% | $4,628-41.7% | $2,381+13.3% |
| Participant deferral / active EE | $5,499 | $5,240+4.9% | $6,426-14.4% | $3,470+58.5% |
| Admin fee / account holder | $10,403 | $5,519+88.5% | $9,284+12.1% | $4,888+112.8% |