Filed December 8, 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 | $79,020 | $57,281+38.0% | $86,612-8.8% | $75,163+5.1% |
| Participation rate | 91.1% | 63.2%+27.9pp | 71.7%+19.4pp | 67.2%+23.9pp |
| Annual return | 12.91% | 2670.75%-2657.8pp | 591.07%-578.2pp | 160.62%-147.7pp |
| Employer contribution / active EE | $6,575 | $2,314+184.1% | $3,022+117.5% | $2,670+146.3% |
| Participant deferral / active EE | $4,625 | $3,318+39.4% | $4,438+4.2% | $4,125+12.1% |
| Admin fee / account holder | $5,510 | $4,112+34.0% | $5,614-1.8% | $5,651-2.5% |