Filed June 21, 2021
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 4-year trajectory for $4.99 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 | $56,623 | $48,277+17.3% | $67,511-16.1% | $80,874-30.0% |
| Participation rate | 94.9% | 66.4%+28.5pp | 72.9%+22.0pp | 67.6%+27.2pp |
| Annual return | 64.74% | 18.27%+46.5pp | 3517.41%-3452.7pp | 35.62%+29.1pp |
| Employer contribution / active EE | $4,510 | $2,021+123.1% | $2,733+65.0% | $2,756+63.7% |
| Participant deferral / active EE | $7,505 | $2,926+156.5% | $4,000+87.6% | $4,297+74.7% |
| Admin fee / account holder | $5,194 | $3,687+40.9% | $3,999+29.9% | $6,935-25.1% |