Filed September 15, 2022
Total covered: 9 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 | $139,070 | $105,181+32.2% | $159,436-12.8% | $85,850+62.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.94% | 45.07%-29.1pp | 263.57%-247.6pp | 318.53%-302.6pp |
| Employer contribution / active EE | $5,522 | $3,318+66.4% | $4,829+14.3% | $2,565+115.3% |
| Participant deferral / active EE | $7,434 | $5,945+25.1% | $7,352+1.1% | $3,952+88.1% |
| Admin fee / account holder | $2,040 | $6,933-70.6% | $10,799-81.1% | $6,260-67.4% |