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 | $142,608 | $74,888+90.4% | $71,209+100.3% | $142,382+0.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 23.82% | 345.14%-321.3pp | 282.51%-258.7pp | 217.08%-193.3pp |
| Employer contribution / active EE | $7,312 | $2,854+156.2% | $2,721+168.7% | $4,299+70.1% |
| Participant deferral / active EE | $12,589 | $4,454+182.6% | $4,175+201.5% | $6,507+93.5% |
| Admin fee / account holder | $1,133 | $5,568-79.7% | $5,349-78.8% | $12,624-91.0% |