Filed November 29, 2022
Total covered: 10 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 | $136,006 | $65,409+107.9% | $98,442+38.2% | $85,850+58.4% |
| Participation rate | 96.7% | 65.0%+31.7pp | 73.3%+23.3pp | 69.3%+27.4pp |
| Annual return | 25.40% | 21.76%+3.6pp | 1492.73%-1467.3pp | 318.53%-293.1pp |
| Employer contribution / active EE | $6,318 | $2,168+191.5% | $2,960+113.5% | $2,565+146.3% |
| Participant deferral / active EE | $8,942 | $3,166+182.4% | $4,276+109.1% | $3,952+126.3% |
| Admin fee / account holder | $8,613 | $4,593+87.5% | $5,949+44.8% | $6,260+37.6% |