Filed March 23, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,803 | $99,877+104.1% | $84,966+139.9% | $145,922+39.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.78% | 83.76%-72.0pp | 66.38%-54.6pp | 561.29%-549.5pp |
| Employer contribution / active EE | $7,960 | $3,231+146.3% | $2,727+191.9% | $4,660+70.8% |
| Participant deferral / active EE | $27,471 | $5,291+419.3% | $4,519+507.9% | $6,688+310.8% |
| Admin fee / account holder | $23,170 | $7,248+219.7% | $6,149+276.8% | $13,397+72.9% |