Filed May 12, 2022
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 | $252,620 | $69,515+263.4% | $86,874+190.8% | $85,850+194.3% |
| Participation rate | 94.4% | 66.3%+28.1pp | 71.6%+22.8pp | 69.3%+25.1pp |
| Annual return | 13.94% | 20.12%-6.2pp | 63.52%-49.6pp | 318.53%-304.6pp |
| Employer contribution / active EE | $6,061 | $1,880+222.3% | $2,495+142.9% | $2,565+136.3% |
| Participant deferral / active EE | $11,539 | $2,919+295.3% | $3,699+212.0% | $3,952+192.0% |
| Admin fee / account holder | $8,282 | $5,972+38.7% | $5,828+42.1% | $6,260+32.3% |