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 7-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 | $298,087 | $148,978+100.1% | $200,582+48.6% | $84,808+251.5% |
| Participation rate | 95.7% | 84.2%+11.5pp | 86.9%+8.9pp | 68.3%+27.4pp |
| Annual return | 27.03% | 28.16%-1.1pp | 42.33%-15.3pp | 40.90%-13.9pp |
| Employer contribution / active EE | $8,212 | $4,815+70.6% | $6,419+27.9% | $2,631+212.1% |
| Participant deferral / active EE | $18,783 | $7,142+163.0% | $9,331+101.3% | $4,212+346.0% |
| Admin fee / account holder | $6,158 | $13,977-55.9% | $16,305-62.2% | $7,344-16.1% |