Filed December 22, 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 | $231,019 | $80,968+185.3% | $96,544+139.3% | $75,163+207.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 4.67% | 27.06%-22.4pp | 25.84%-21.2pp | 160.62%-156.0pp |
| Employer contribution / active EE | $5,458 | $2,282+139.2% | $2,965+84.1% | $2,670+104.4% |
| Participant deferral / active EE | $11,206 | $3,928+185.3% | $4,851+131.0% | $4,125+171.6% |
| Admin fee / account holder | $353 | $6,724-94.7% | $8,252-95.7% | $5,651-93.8% |