Filed March 8, 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 6-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 | $79,165 | $79,944-1.0% | $98,439-19.6% | $75,163+5.3% |
| Participation rate | 97.8% | 70.4%+27.4pp | 75.2%+22.6pp | 67.2%+30.6pp |
| Annual return | 27.57% | 19.75%+7.8pp | 21.16%+6.4pp | 160.62%-133.0pp |
| Employer contribution / active EE | $5,995 | $2,264+164.8% | $3,048+96.7% | $2,670+124.5% |
| Participant deferral / active EE | $11,970 | $3,752+219.0% | $4,738+152.7% | $4,125+190.2% |
| Admin fee / account holder | $5,738 | $6,840-16.1% | $8,948-35.9% | $5,651+1.5% |