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 | $140,205 | $138,044+1.6% | $125,339+11.9% | $134,475+4.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.46% | 750.33%-767.8pp | 572.05%-589.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $3,584 | $5,243-31.6% | $4,814-25.5% | $4,740-24.4% |
| Participant deferral / active EE | $8,424 | $7,799+8.0% | $7,446+13.1% | $6,400+31.6% |
| Admin fee / account holder | $733 | $11,571-93.7% | $10,010-92.7% | $11,426-93.6% |