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 | $43,790 | $64,707-32.3% | $112,228-61.0% | $68,494-36.1% |
| Participation rate | 96.8% | 67.2%+29.6pp | 75.1%+21.7pp | 67.9%+28.9pp |
| Annual return | -17.60% | -11.40%-6.2pp | 27.45%-45.1pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,856 | $2,746+4.0% | $3,635-21.4% | $2,596+10.0% |
| Participant deferral / active EE | $5,920 | $3,565+66.1% | $4,728+25.2% | $4,027+47.0% |
| Admin fee / account holder | $2,150 | $5,232-58.9% | $6,410-66.5% | $5,403-60.2% |