Filed November 22, 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 10-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 | $185,479 | $51,638+259.2% | $68,368+171.3% | $82,448+125.0% |
| Participation rate | 93.5% | 63.6%+29.9pp | 73.8%+19.8pp | 68.1%+25.5pp |
| Annual return | 15.78% | 37.53%-21.8pp | 292.57%-276.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $4,999 | $2,047+144.3% | $2,649+88.7% | $2,551+96.0% |
| Participant deferral / active EE | $12,006 | $2,914+312.1% | $4,123+191.2% | $4,139+190.1% |
| Admin fee / account holder | $6,792 | $4,643+46.3% | $5,150+31.9% | $7,234-6.1% |