Filed December 1, 2020
Total covered: 2 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 | $76,115 | $197,825-61.5% | $155,790-51.1% | $125,391-39.3% |
| Participation rate | 86.7% | 82.1%+4.6pp | 76.1%+10.6pp | 83.2%+3.5pp |
| Annual return | 5.33% | 86.74%-81.4pp | 71.54%-66.2pp | 282.22%-276.9pp |
| Employer contribution / active EE | $2,186 | $4,847-54.9% | $3,836-43.0% | $4,866-55.1% |
| Participant deferral / active EE | $9,515 | $5,630+69.0% | $4,797+98.4% | $5,352+77.8% |
| Admin fee / account holder | $11,739 | $9,545+23.0% | $7,478+57.0% | $9,540+23.0% |