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 | $163,014 | $58,208+180.1% | $81,812+99.3% | $80,856+101.6% |
| Participation rate | 94.6% | 63.4%+31.2pp | 72.3%+22.3pp | 67.6%+27.0pp |
| Annual return | 17.76% | 41.66%-23.9pp | 773.79%-756.0pp | 35.59%-17.8pp |
| Employer contribution / active EE | $8,682 | $2,340+271.0% | $2,912+198.1% | $2,755+215.1% |
| Participant deferral / active EE | $9,168 | $3,281+179.4% | $4,319+112.3% | $4,296+113.4% |
| Admin fee / account holder | $2,653 | $4,981-46.8% | $7,386-64.1% | $6,918-61.7% |