Filed January 7, 2019
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 | $101,785 | $64,707+57.3% | $112,228-9.3% | $68,494+48.6% |
| Participation rate | 81.3% | 67.2%+14.2pp | 75.1%+6.3pp | 67.9%+13.4pp |
| Annual return | -16.84% | -11.40%-5.4pp | 27.45%-44.3pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,684 | $2,746-2.3% | $3,635-26.2% | $2,596+3.4% |
| Participant deferral / active EE | $6,718 | $3,565+88.4% | $4,728+42.1% | $4,027+66.8% |
| Admin fee / account holder | $1,606 | $5,232-69.3% | $6,410-74.9% | $5,403-70.3% |