Filed June 7, 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 | $43,280 | $100,852-57.1% | $90,404-52.1% | $158,922-72.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.26% | 1724.20%-1707.9pp | 1293.02%-1276.8pp | 302.83%-286.6pp |
| Employer contribution / active EE | $3,179 | $3,689-13.8% | $3,262-2.6% | $4,761-33.2% |
| Participant deferral / active EE | $8,900 | $4,348+104.7% | $3,963+124.5% | $5,982+48.8% |
| Admin fee / account holder | $2,292 | $6,501-64.7% | $5,611-59.1% | $11,246-79.6% |