Filed October 1, 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 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 | $102,578 | $84,487+21.4% | $125,339-18.2% | $66,914+53.3% |
| Participation rate | 88.0% | 76.4%+11.6pp | 82.4%+5.6pp | 69.8%+18.2pp |
| Annual return | -15.44% | -8.39%-7.0pp | 572.05%-587.5pp | 1.58%-17.0pp |
| Employer contribution / active EE | $2,196 | $3,553-38.2% | $4,814-54.4% | $2,544-13.7% |
| Participant deferral / active EE | $7,948 | $6,781+17.2% | $7,446+6.7% | $4,237+87.6% |
| Admin fee / account holder | $4,474 | $685+553.1% | $10,010-55.3% | $593+654.1% |