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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,508 | $57,281+131.3% | $86,612+53.0% | $75,163+76.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 12.13% | 2670.75%-2658.6pp | 591.07%-578.9pp | 160.62%-148.5pp |
| Employer contribution / active EE | $6,203 | $2,314+168.0% | $3,022+105.2% | $2,670+132.3% |
| Participant deferral / active EE | $8,526 | $3,318+157.0% | $4,438+92.1% | $4,125+106.7% |
| Admin fee / account holder | $10,485 | $4,112+155.0% | $5,614+86.8% | $5,651+85.5% |