Filed January 5, 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 | $50,523 | $150,440-66.4% | $136,294-62.9% | $147,584-65.8% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 22.04% | 1049.08%-1027.0pp | 5155.94%-5133.9pp | 578.55%-556.5pp |
| Employer contribution / active EE | $3,584 | $5,256-31.8% | $4,695-23.7% | $4,876-26.5% |
| Participant deferral / active EE | $8,230 | $6,630+24.1% | $6,247+31.7% | $5,439+51.3% |
| Admin fee / account holder | $582 | $10,905-94.7% | $9,243-93.7% | $10,885-94.7% |