Filed October 7, 2020
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 | $24,615 | $38,075-35.3% | $93,406-73.6% | $73,488-66.5% |
| Participation rate | 88.6% | 56.7%+31.9pp | 66.8%+21.8pp | 70.7%+17.9pp |
| Annual return | 15.94% | 17.59%-1.7pp | 78.05%-62.1pp | 28.51%-12.6pp |
| Employer contribution / active EE | $353 | $1,117-68.4% | $2,075-83.0% | $2,270-84.5% |
| Participant deferral / active EE | $2,756 | $2,012+37.0% | $3,126-11.8% | $3,740-26.3% |
| Admin fee / account holder | $984 | $351+180.2% | $5,230-81.2% | $513+91.8% |