Filed February 2, 2018
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $104,282 | $96,484+8.1% | $156,263-33.3% | $74,304+40.3% |
| Participation rate | 62.6% | 67.7%-5.1pp | 78.9%-16.3pp | 60.3%+2.2pp |
| Annual return | 23.78% | 17.73%+6.0pp | 59.47%-35.7pp | 29.43%-5.7pp |
| Employer contribution / active EE | $2,243 | $2,528-11.3% | $4,333-48.2% | $2,241+0.1% |
| Participant deferral / active EE | $5,061 | $4,286+18.1% | $6,158-17.8% | $3,767+34.4% |
| Admin fee / account holder | $2,302 | $3,728-38.2% | $14,255-83.9% | $2,969-22.5% |