Filed February 11, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $54,708 | $676,477-91.9% | $133,980-59.2% | - |
| Participation rate | 91.9% | 86.1%+5.9pp | 87.1%+4.9pp | - |
| Annual return | 13.46% | 1.79%+11.7pp | 29.30%-15.8pp | - |
| Employer contribution / active EE | $2,855 | $3,505-18.5% | $5,211-45.2% | - |
| Participant deferral / active EE | $5,403 | $5,893-8.3% | $6,282-14.0% | - |
| Admin fee / account holder | $1,018 | $42,217-97.6% | $9,324-89.1% | - |