Filed September 18, 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 | $80,480 | $65,862+22.2% | $124,672-35.4% | $79,386+1.4% |
| Participation rate | 86.8% | 62.2%+24.6pp | 74.6%+12.2pp | 70.7%+16.1pp |
| Annual return | 14.77% | 19.02%-4.2pp | 5142.93%-5128.2pp | 116.85%-102.1pp |
| Employer contribution / active EE | $2,188 | $1,883+16.2% | $3,324-34.2% | $2,427-9.9% |
| Participant deferral / active EE | $5,392 | $2,772+94.5% | $4,614+16.8% | $4,046+33.3% |
| Admin fee / account holder | $10,896 | $673+1519.7% | $7,493+45.4% | $626+1639.4% |