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 | $133,740 | $54,350+146.1% | $82,719+61.7% | $68,494+95.3% |
| Participation rate | 97.0% | 63.9%+33.1pp | 72.6%+24.4pp | 67.9%+29.1pp |
| Annual return | -11.27% | -13.67%+2.4pp | 701.18%-712.5pp | -7.84%-3.4pp |
| Employer contribution / active EE | $6,422 | $2,218+189.5% | $3,009+113.4% | $2,596+147.3% |
| Participant deferral / active EE | $9,280 | $3,246+185.9% | $4,395+111.1% | $4,027+130.4% |
| Admin fee / account holder | $846 | $4,395-80.7% | $5,329-84.1% | $5,403-84.3% |