Filed June 5, 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 | $72,474 | $76,653-5.5% | $70,449+2.9% | - |
| Participation rate | 89.9% | 80.3%+9.6pp | 75.1%+14.8pp | - |
| Annual return | 17.05% | 4.62%+12.4pp | 109.03%-92.0pp | - |
| Employer contribution / active EE | $2,782 | $2,510+10.8% | $2,737+1.6% | - |
| Participant deferral / active EE | $4,262 | $4,121+3.4% | $3,709+14.9% | - |
| Admin fee / account holder | $1,845 | $17,353-89.4% | $3,845-52.0% | - |