Filed May 19, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,175 | $152,587+67.2% | $125,175+103.9% | $152,861+66.9% |
| Participation rate | 93.3% | 83.3%+10.0pp | 79.8%+13.6pp | 82.4%+10.9pp |
| Annual return | 3.46% | 54.84%-51.4pp | 43.79%-40.3pp | 345.32%-341.9pp |
| Employer contribution / active EE | $5,333 | $4,946+7.8% | $3,865+38.0% | $4,762+12.0% |
| Participant deferral / active EE | $11,964 | $5,868+103.9% | $4,937+142.4% | $5,850+104.5% |
| Admin fee / account holder | $106,901 | $13,434+695.7% | $9,702+1001.8% | $11,596+821.8% |