Filed November 18, 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 4-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 | $37,590 | $72,607-48.2% | $90,749-58.6% | $66,914-43.8% |
| Participation rate | 90.6% | 73.7%+17.0pp | 75.7%+15.0pp | 69.8%+20.8pp |
| Annual return | 2.28% | -12.28%+14.6pp | -12.16%+14.4pp | 1.58%+0.7pp |
| Employer contribution / active EE | $4,338 | $2,369+83.1% | $2,921+48.5% | $2,544+70.5% |
| Participant deferral / active EE | $10,628 | $3,977+167.2% | $4,564+132.9% | $4,237+150.8% |
| Admin fee / account holder | $1,708 | $707+141.5% | $8,445-79.8% | $593+187.9% |