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 | $90,693 | $211,958-57.2% | $169,463-46.5% | $135,375-33.0% |
| Participation rate | 87.5% | 82.6%+4.9pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | 2.97% | 3.26%-0.3pp | 1.83%+1.1pp | 519.73%-516.8pp |
| Employer contribution / active EE | $2,751 | $5,120-46.3% | $4,159-33.9% | $4,779-42.4% |
| Participant deferral / active EE | $11,281 | $6,075+85.7% | $5,277+113.8% | $5,609+101.1% |
| Admin fee / account holder | $23,480 | $11,471+104.7% | $9,109+157.8% | $10,827+116.9% |