Filed March 26, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $519,862 | $127,386+308.1% | $115,037+351.9% | $125,391+314.6% |
| Participation rate | 76.5% | 84.2%-7.7pp | 81.4%-4.9pp | 83.2%-6.7pp |
| Annual return | -2.14% | 31.28%-33.4pp | 26.14%-28.3pp | 282.22%-284.4pp |
| Employer contribution / active EE | $6,813 | $5,166+31.9% | $4,608+47.9% | $4,866+40.0% |
| Participant deferral / active EE | $12,290 | $6,423+91.3% | $6,026+103.9% | $5,352+129.6% |
| Admin fee / account holder | $110,544 | $9,516+1061.6% | $8,175+1252.2% | $9,540+1058.7% |