Filed September 24, 2021
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,684 | $209,832-19.1% | $189,513-10.5% | $167,490+1.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.23% | 748.27%-736.0pp | 555.15%-542.9pp | 478.56%-466.3pp |
| Employer contribution / active EE | $3,879 | $6,914-43.9% | $6,162-37.0% | $4,837-19.8% |
| Participant deferral / active EE | $7,108 | $8,935-20.4% | $8,221-13.5% | $6,341+12.1% |
| Admin fee / account holder | $761 | $14,293-94.7% | $12,045-93.7% | $12,309-93.8% |