Filed December 1, 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 | $142,929 | $109,359+30.7% | $162,163-11.9% | $72,985+95.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 30.46% | 25.46%+5.0pp | 115.59%-85.1pp | 81.00%-50.5pp |
| Employer contribution / active EE | $3,833 | $3,907-1.9% | $5,614-31.7% | $2,440+57.1% |
| Participant deferral / active EE | $7,762 | $5,481+41.6% | $7,298+6.4% | $3,607+115.2% |
| Admin fee / account holder | $829 | $7,972-89.6% | $10,843-92.4% | $5,124-83.8% |