Filed July 14, 2022
Total covered: 6 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 | $213,282 | $90,503+135.7% | $78,689+171.0% | $273,961-22.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.34% | 75.60%-64.3pp | 62.18%-50.8pp | 41.45%-30.1pp |
| Employer contribution / active EE | $16,423 | $3,176+417.1% | $2,851+476.1% | $4,869+237.3% |
| Participant deferral / active EE | $12,863 | $3,901+229.7% | $3,517+265.7% | $5,287+143.3% |
| Admin fee / account holder | $1,134 | $5,263-78.5% | $4,510-74.9% | $10,132-88.8% |