Filed September 16, 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 5-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 | $42,877 | $48,750-12.0% | $88,946-51.8% | $74,304-42.3% |
| Participation rate | 77.9% | 44.5%+33.4pp | 68.8%+9.0pp | 60.3%+17.5pp |
| Annual return | 136.98% | 25.91%+111.1pp | 57.82%+79.2pp | 29.43%+107.5pp |
| Employer contribution / active EE | $3,866 | $1,255+208.1% | $2,555+51.3% | $2,241+72.5% |
| Participant deferral / active EE | $7,910 | $2,423+226.4% | $4,581+72.7% | $3,767+110.0% |
| Admin fee / account holder | $1,536 | $3,756-59.1% | $8,261-81.4% | $2,969-48.3% |