Filed January 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 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 | $275,390 | $157,256+75.1% | $141,162+95.1% | $152,861+80.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 29.58% | 64.32%-34.7pp | 71.39%-41.8pp | 345.32%-315.7pp |
| Employer contribution / active EE | $5,432 | $5,261+3.3% | $4,735+14.7% | $4,762+14.1% |
| Participant deferral / active EE | $13,265 | $7,109+86.6% | $6,709+97.7% | $5,850+126.7% |
| Admin fee / account holder | $7,295 | $12,120-39.8% | $10,261-28.9% | $11,596-37.1% |