Filed May 27, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,861 | $105,931-69.0% | $81,930-59.9% | $158,922-79.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 4.11% | 38.17%-34.1pp | 29.49%-25.4pp | 302.83%-298.7pp |
| Employer contribution / active EE | $7,723 | $7,800-1.0% | $4,310+79.2% | $4,761+62.2% |
| Participant deferral / active EE | $4,400 | $13,003-66.2% | $7,107-38.1% | $5,982-26.4% |
| Admin fee / account holder | $108,818 | $8,489+1181.8% | $5,158+2009.7% | $11,246+867.6% |