Filed October 24, 2019
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 | $43,012 | $76,000-43.4% | $154,107-72.1% | $64,186-33.0% |
| Participation rate | 70.7% | 70.4%+0.3pp | 83.0%-12.3pp | 69.6%+1.2pp |
| Annual return | -6.88% | 30.32%-37.2pp | 735.12%-742.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,301 | $3,351-61.2% | $5,298-75.4% | $2,381-45.4% |
| Participant deferral / active EE | $2,536 | $3,175-20.1% | $5,081-50.1% | $3,470-26.9% |
| Admin fee / account holder | $4,109 | $5,596-26.6% | $13,411-69.4% | $4,888-15.9% |