Filed May 20, 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 8-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 | $38,877 | $148,534-73.8% | $135,903-71.4% | $139,434-72.1% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 21.66% | 79.19%-57.5pp | 68.23%-46.6pp | 372.94%-351.3pp |
| Employer contribution / active EE | $1,506 | $5,243-71.3% | $4,856-69.0% | $4,751-68.3% |
| Participant deferral / active EE | $6,803 | $8,100-16.0% | $7,758-12.3% | $6,710+1.4% |
| Admin fee / account holder | $2,403 | $12,400-80.6% | $10,762-77.7% | $11,403-78.9% |