Filed October 11, 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 | $39,450 | $82,664-52.3% | $125,339-68.5% | $68,494-42.4% |
| Participation rate | 82.7% | 75.0%+7.6pp | 82.4%+0.3pp | 67.9%+14.8pp |
| Annual return | -17.08% | -5.97%-11.1pp | 572.05%-589.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,931 | $3,381-13.3% | $4,814-39.1% | $2,596+12.9% |
| Participant deferral / active EE | $7,340 | $6,110+20.1% | $7,446-1.4% | $4,027+82.3% |
| Admin fee / account holder | $5,390 | $6,275-14.1% | $10,010-46.2% | $5,403-0.2% |