Filed October 1, 2020
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 5-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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $313,693 | $99,079+216.6% | $77,999+302.2% | $273,961+14.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 8.45% | 217.93%-209.5pp | 425.96%-417.5pp | 41.45%-33.0pp |
| Employer contribution / active EE | $14,136 | $3,308+327.4% | $2,470+472.3% | $4,869+190.3% |
| Participant deferral / active EE | $8,592 | $4,306+99.5% | $3,497+145.7% | $5,287+62.5% |
| Admin fee / account holder | $1,378 | $8,954-84.6% | $5,480-74.9% | $10,132-86.4% |