Filed October 4, 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 4-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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $351,971 | $89,698+292.4% | $103,476+240.1% | $80,856+335.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | 21.41% | 22.78%-1.4pp | 23.90%-2.5pp | 35.59%-14.2pp |
| Employer contribution / active EE | $16,725 | $4,018+316.2% | $4,672+258.0% | $2,755+507.1% |
| Participant deferral / active EE | $11,167 | $5,456+104.7% | $6,623+68.6% | $4,296+160.0% |
| Admin fee / account holder | $19,087 | $6,768+182.0% | $9,413+102.8% | $6,918+175.9% |