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 | $251,057 | $82,664+203.7% | $125,339+100.3% | $68,494+266.5% |
| Participation rate | 95.1% | 75.0%+20.1pp | 82.4%+12.8pp | 67.9%+27.2pp |
| Annual return | -13.75% | -5.97%-7.8pp | 572.05%-585.8pp | -7.84%-5.9pp |
| Employer contribution / active EE | $1,313 | $3,381-61.2% | $4,814-72.7% | $2,596-49.4% |
| Participant deferral / active EE | $13,100 | $6,110+114.4% | $7,446+75.9% | $4,027+225.3% |
| Admin fee / account holder | $10,473 | $6,275+66.9% | $10,010+4.6% | $5,403+93.8% |