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 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 | $86,512 | $84,233+2.7% | $170,442-49.2% | $70,131+23.4% |
| Participation rate | 90.2% | 70.8%+19.4pp | 83.6%+6.6pp | 69.5%+20.7pp |
| Annual return | 27.34% | 23.06%+4.3pp | 205.93%-178.6pp | 73.14%-45.8pp |
| Employer contribution / active EE | $3,447 | $3,387+1.8% | $5,433-36.5% | $2,342+47.2% |
| Participant deferral / active EE | $6,247 | $3,086+102.5% | $4,939+26.5% | $3,332+87.5% |
| Admin fee / account holder | $1,057 | $5,698-81.5% | $13,880-92.4% | $4,645-77.3% |