Filed September 27, 2021
Total covered: 4 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 | $69,642 | $60,124+15.8% | $90,404-23.0% | $79,858-12.8% |
| Participation rate | 98.0% | 65.0%+33.1pp | 72.7%+25.4pp | 69.6%+28.4pp |
| Annual return | 16.73% | 71.94%-55.2pp | 1293.02%-1276.3pp | 31.71%-15.0pp |
| Employer contribution / active EE | $4,235 | $2,068+104.8% | $3,262+29.8% | $2,471+71.4% |
| Participant deferral / active EE | $4,149 | $2,938+41.2% | $3,963+4.7% | $3,740+10.9% |
| Admin fee / account holder | $1,276 | $3,976-67.9% | $5,611-77.3% | $5,306-75.9% |