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 | $379,951 | $93,170+307.8% | $100,534+277.9% | $84,808+348.0% |
| Participation rate | 95.5% | 75.8%+19.6pp | 80.6%+14.8pp | 68.3%+27.1pp |
| Annual return | 15.20% | 47.13%-31.9pp | 32.66%-17.5pp | 40.90%-25.7pp |
| Employer contribution / active EE | $19,642 | $3,985+392.9% | $4,346+351.9% | $2,631+646.6% |
| Participant deferral / active EE | $12,370 | $5,699+117.1% | $6,144+101.3% | $4,212+193.7% |
| Admin fee / account holder | $52,737 | $7,382+614.4% | $7,654+589.0% | $7,344+618.1% |