Filed September 14, 2021
Total covered: 3 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 | $32,123 | $65,365-50.9% | $92,893-65.4% | $72,985-56.0% |
| Participation rate | 94.6% | 68.3%+26.3pp | 76.0%+18.6pp | 69.5%+25.1pp |
| Annual return | 22.21% | 42.10%-19.9pp | 109.41%-87.2pp | 81.00%-58.8pp |
| Employer contribution / active EE | $2,457 | $2,594-5.3% | $3,653-32.7% | $2,440+0.7% |
| Participant deferral / active EE | $5,199 | $3,128+66.2% | $4,236+22.7% | $3,607+44.1% |
| Admin fee / account holder | $383 | $4,251-91.0% | $5,794-93.4% | $5,124-92.5% |