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 | $119,051 | $232,540-48.8% | $185,117-35.7% | $147,584-19.3% |
| Participation rate | 81.8% | 82.4%-0.5pp | 77.3%+4.6pp | 82.8%-1.0pp |
| Annual return | 16.32% | 43.03%-26.7pp | 40.50%-24.2pp | 578.55%-562.2pp |
| Employer contribution / active EE | $1,843 | $5,195-64.5% | $4,182-55.9% | $4,876-62.2% |
| Participant deferral / active EE | $8,910 | $5,834+52.7% | $5,045+76.6% | $5,439+63.8% |
| Admin fee / account holder | $5,102 | $10,275-50.3% | $8,159-37.5% | $10,885-53.1% |