Filed November 6, 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 9-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 | $193,453 | $77,813+148.6% | $123,544+56.6% | $64,186+201.4% |
| Participation rate | 93.3% | 74.7%+18.6pp | 82.3%+11.0pp | 69.6%+23.8pp |
| Annual return | -1.96% | 12.48%-14.4pp | 119.20%-121.2pp | 7.63%-9.6pp |
| Employer contribution / active EE | $946 | $3,014-68.6% | $4,628-79.6% | $2,381-60.3% |
| Participant deferral / active EE | $9,060 | $5,240+72.9% | $6,426+41.0% | $3,470+161.1% |
| Admin fee / account holder | $3,113 | $5,519-43.6% | $9,284-66.5% | $4,888-36.3% |