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 | $84,346 | $138,044-38.9% | $125,339-32.7% | $134,475-37.3% |
| Participation rate | 85.0% | 84.5%+0.5pp | 82.4%+2.6pp | 81.2%+3.8pp |
| Annual return | -17.76% | 750.33%-768.1pp | 572.05%-589.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $4,690 | $5,243-10.6% | $4,814-2.6% | $4,740-1.1% |
| Participant deferral / active EE | $12,667 | $7,799+62.4% | $7,446+70.1% | $6,400+97.9% |
| Admin fee / account holder | $7,887 | $11,571-31.8% | $10,010-21.2% | $11,426-31.0% |