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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,401 | $98,750+182.9% | $149,696+86.6% | $79,858+249.9% |
| Participation rate | 95.6% | 75.8%+19.8pp | 82.5%+13.1pp | 69.6%+25.9pp |
| Annual return | 16.77% | 27.43%-10.7pp | 276.60%-259.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,032 | $3,216-67.9% | $4,644-77.8% | $2,471-58.2% |
| Participant deferral / active EE | $10,321 | $5,680+81.7% | $6,842+50.9% | $3,740+176.0% |
| Admin fee / account holder | $5,850 | $6,053-3.4% | $9,309-37.2% | $5,306+10.2% |