Filed May 4, 2022
Total covered: 5 employees
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,518 | $88,083+49.3% | $164,813-20.2% | $74,495+76.5% |
| Participation rate | 73.0% | 73.0%-0.1pp | 78.6%-5.6pp | 67.2%+5.8pp |
| Annual return | 15.63% | 17.26%-1.6pp | 69.93%-54.3pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $926 | $2,593-64.3% | $4,341-78.7% | $2,623-64.7% |
| Participant deferral / active EE | $6,690 | $4,498+48.7% | $6,031+10.9% | $4,346+53.9% |
| Admin fee / account holder | $6,131 | $2,234+174.5% | $12,690-51.7% | $1,942+215.8% |