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 | $147,645 | $54,705+169.9% | $71,209+107.3% | $84,808+74.1% |
| Participation rate | 97.1% | 64.1%+33.1pp | 73.8%+23.4pp | 68.3%+28.8pp |
| Annual return | 13.82% | 35.90%-22.1pp | 282.51%-268.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $8,414 | $2,158+289.9% | $2,721+209.2% | $2,631+219.8% |
| Participant deferral / active EE | $10,234 | $3,030+237.7% | $4,175+145.1% | $4,212+143.0% |
| Admin fee / account holder | $46,796 | $4,863+862.2% | $5,349+774.9% | $7,344+537.2% |