Filed November 25, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $78,259 | $71,883+8.9% | $86,677-9.7% | $68,494+14.3% |
| Participation rate | 91.7% | 72.2%+19.4pp | 76.6%+15.1pp | 67.9%+23.8pp |
| Annual return | -19.79% | 3.52%-23.3pp | 35.91%-55.7pp | -7.84%-11.9pp |
| Employer contribution / active EE | $3,263 | $2,173+50.2% | $2,836+15.0% | $2,596+25.7% |
| Participant deferral / active EE | $5,326 | $3,779+40.9% | $4,656+14.4% | $4,027+32.2% |
| Admin fee / account holder | $11,558 | $6,112+89.1% | $7,493+54.2% | $5,403+113.9% |