Filed August 24, 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 | $37,578 | $58,320-35.6% | $86,436-56.5% | $66,914-43.8% |
| Participation rate | 72.1% | 78.6%-6.5pp | 80.3%-8.3pp | 69.8%+2.3pp |
| Annual return | 7.47% | -9.71%+17.2pp | 4394.89%-4387.4pp | 1.58%+5.9pp |
| Employer contribution / active EE | $1,068 | $2,615-59.2% | $3,769-71.7% | $2,544-58.0% |
| Participant deferral / active EE | $5,093 | $6,899-26.2% | $6,952-26.7% | $4,237+20.2% |
| Admin fee / account holder | $25,741 | $546+4615.6% | $6,731+282.4% | $593+4239.0% |