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 | $168,734 | $123,793+36.3% | $177,821-5.1% | $79,858+111.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 18.69% | 22.82%-4.1pp | 48.32%-29.6pp | 31.71%-13.0pp |
| Employer contribution / active EE | $4,427 | $4,095+8.1% | $5,918-25.2% | $2,471+79.2% |
| Participant deferral / active EE | $9,763 | $5,956+63.9% | $7,714+26.6% | $3,740+161.0% |
| Admin fee / account holder | $4,696 | $7,243-35.2% | $12,427-62.2% | $5,306-11.5% |