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 | $111,219 | $226,064-50.8% | $182,532-39.1% | $152,861-27.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 26.19% | 192.51%-166.3pp | 148.54%-122.3pp | 345.32%-319.1pp |
| Employer contribution / active EE | $3,089 | $4,978-37.9% | $4,076-24.2% | $4,762-35.1% |
| Participant deferral / active EE | $12,365 | $6,368+94.2% | $5,524+123.8% | $5,850+111.4% |
| Admin fee / account holder | $10,659 | $10,703-0.4% | $8,592+24.1% | $11,596-8.1% |