Filed October 20, 2021
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $532,465 | $60,022+787.1% | $88,946+498.6% | $84,808+527.9% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 16.75% | 22.43%-5.7pp | 57.82%-41.1pp | 40.90%-24.1pp |
| Employer contribution / active EE | $12,152 | $1,703+613.7% | $2,555+375.6% | $2,631+361.9% |
| Participant deferral / active EE | $25,666 | $3,114+724.3% | $4,581+460.2% | $4,212+509.4% |
| Admin fee / account holder | $79,199 | $4,811+1546.2% | $8,261+858.7% | $7,344+978.5% |