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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,095 | $138,347+8.5% | $184,203-18.5% | $80,856+85.6% |
| Participation rate | 96.5% | 83.9%+12.6pp | 86.8%+9.7pp | 67.6%+28.9pp |
| Annual return | 10.50% | 20.02%-9.5pp | 28.81%-18.3pp | 35.59%-25.1pp |
| Employer contribution / active EE | $4,320 | $4,850-10.9% | $6,427-32.8% | $2,755+56.8% |
| Participant deferral / active EE | $9,756 | $7,071+38.0% | $9,131+6.8% | $4,296+127.1% |
| Admin fee / account holder | $13,627 | $10,483+30.0% | $13,901-2.0% | $6,918+97.0% |