Filed December 14, 2015
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 | $75,124 | $81,208-7.5% | $98,907-24.0% | $79,858-5.9% |
| Participation rate | 93.3% | 72.5%+20.8pp | 76.0%+17.2pp | 69.6%+23.6pp |
| Annual return | 16.91% | 60.99%-44.1pp | 196.43%-179.5pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,474 | $1,960-24.8% | $2,689-45.2% | $2,471-40.3% |
| Participant deferral / active EE | $6,288 | $3,265+92.6% | $4,244+48.1% | $3,740+68.1% |
| Admin fee / account holder | $5,590 | $6,013-7.0% | $6,642-15.8% | $5,306+5.3% |