Filed December 7, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,612 | $98,750+84.9% | $149,696+22.0% | $79,858+128.7% |
| Participation rate | 86.5% | 75.8%+10.7pp | 82.5%+4.0pp | 69.6%+16.9pp |
| Annual return | 12.23% | 27.43%-15.2pp | 276.60%-264.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $2,356 | $3,216-26.8% | $4,644-49.3% | $2,471-4.7% |
| Participant deferral / active EE | $8,047 | $5,680+41.7% | $6,842+17.6% | $3,740+115.2% |
| Admin fee / account holder | $72,260 | $6,053+1093.9% | $9,309+676.3% | $5,306+1261.8% |