Filed September 10, 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 7-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 | $49,325 | $70,908-30.4% | $98,907-50.1% | $73,488-32.9% |
| Participation rate | 99.3% | 73.8%+25.5pp | 76.0%+23.3pp | 70.7%+28.6pp |
| Annual return | 77.25% | 34.17%+43.1pp | 196.43%-119.2pp | 28.51%+48.7pp |
| Employer contribution / active EE | $9,287 | $2,036+356.1% | $2,689+245.4% | $2,270+309.1% |
| Participant deferral / active EE | $13,267 | $3,500+279.1% | $4,244+212.6% | $3,740+254.8% |
| Admin fee / account holder | $1,253 | $535+134.2% | $6,642-81.1% | $513+144.2% |