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 | $131,512 | $72,012+82.6% | $185,823-29.2% | $79,858+64.7% |
| Participation rate | 85.2% | 65.8%+19.4pp | 78.0%+7.2pp | 69.6%+15.6pp |
| Annual return | 51.43% | 23.12%+28.3pp | 35.95%+15.5pp | 31.71%+19.7pp |
| Employer contribution / active EE | $2,556 | $1,965+30.1% | $4,087-37.5% | $2,471+3.5% |
| Participant deferral / active EE | $9,005 | $3,779+138.3% | $5,632+59.9% | $3,740+140.8% |
| Admin fee / account holder | $2,243 | $4,513-50.3% | $9,500-76.4% | $5,306-57.7% |