Filed October 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 | $91,286 | $91,552-0.3% | $133,956-31.9% | $79,858+14.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -2.79% | 61.85%-64.6pp | 45.09%-47.9pp | 31.71%-34.5pp |
| Employer contribution / active EE | $5,868 | $2,384+146.2% | $3,919+49.8% | $2,471+137.5% |
| Participant deferral / active EE | $3,170 | $3,733-15.1% | $5,048-37.2% | $3,740-15.2% |
| Admin fee / account holder | $28,108 | $6,321+344.7% | $8,927+214.9% | $5,306+429.7% |