Filed August 2, 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 5-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 | $450,058 | $148,978+202.1% | $200,582+124.4% | $84,808+430.7% |
| Participation rate | 93.8% | 84.2%+9.5pp | 86.9%+6.9pp | 68.3%+25.4pp |
| Annual return | 67.79% | 28.16%+39.6pp | 42.33%+25.5pp | 40.90%+26.9pp |
| Employer contribution / active EE | $26,777 | $4,815+456.1% | $6,419+317.2% | $2,631+917.8% |
| Participant deferral / active EE | $0 | $7,142-100.0% | $9,331-100.0% | $4,212-100.0% |
| Admin fee / account holder | $7,586 | $13,977-45.7% | $16,305-53.5% | $7,344+3.3% |