Filed March 13, 2021
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,247 | $58,694-0.8% | $142,863-59.2% | $85,850-32.2% |
| Participation rate | 88.2% | 58.5%+29.7pp | 71.9%+16.2pp | 69.3%+18.8pp |
| Annual return | 11.81% | 27.72%-15.9pp | 5637.54%-5625.7pp | 318.53%-306.7pp |
| Employer contribution / active EE | $3,362 | $1,423+136.3% | $4,144-18.9% | $2,565+31.1% |
| Participant deferral / active EE | $2,352 | $2,607-9.8% | $3,837-38.7% | $3,952-40.5% |
| Admin fee / account holder | $5,039 | $4,239+18.9% | $6,560-23.2% | $6,260-19.5% |