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 | $317,777 | $102,317+210.6% | $146,958+116.2% | $80,856+293.0% |
| Participation rate | 93.0% | 75.8%+17.2pp | 82.2%+10.9pp | 67.6%+25.4pp |
| Annual return | 17.18% | 134.76%-117.6pp | 418.34%-401.2pp | 35.59%-18.4pp |
| Employer contribution / active EE | $1,364 | $3,713-63.3% | $4,933-72.3% | $2,755-50.5% |
| Participant deferral / active EE | $13,625 | $6,644+105.1% | $8,070+68.8% | $4,296+217.2% |
| Admin fee / account holder | $8,493 | $7,941+6.9% | $12,998-34.7% | $6,918+22.8% |