Filed April 30, 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 | $91,791 | $138,065-33.5% | $123,544-25.7% | $135,375-32.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.14% | 153.68%-159.8pp | 119.20%-125.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $3,375 | $5,151-34.5% | $4,628-27.1% | $4,779-29.4% |
| Participant deferral / active EE | $7,701 | $6,799+13.3% | $6,426+19.8% | $5,609+37.3% |
| Admin fee / account holder | $628 | $10,916-94.2% | $9,284-93.2% | $10,827-94.2% |