Filed February 25, 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 6-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 | $33,356 | $92,703-64.0% | $82,719-59.7% | $134,475-75.2% |
| Participation rate | 94.7% | 75.2%+19.5pp | 72.6%+22.2pp | 81.2%+13.5pp |
| Annual return | -21.73% | 944.92%-966.7pp | 701.18%-722.9pp | 417.96%-439.7pp |
| Employer contribution / active EE | $6,264 | $3,274+91.3% | $3,009+108.2% | $4,740+32.2% |
| Participant deferral / active EE | $5,355 | $4,802+11.5% | $4,395+21.8% | $6,400-16.3% |
| Admin fee / account holder | $593 | $5,983-90.1% | $5,329-88.9% | $11,426-94.8% |