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 | $152,989 | $93,571+63.5% | $135,903+12.6% | $75,163+103.5% |
| Participation rate | 85.7% | 75.2%+10.5pp | 81.9%+3.8pp | 67.2%+18.5pp |
| Annual return | 21.09% | 30.90%-9.8pp | 68.23%-47.1pp | 160.62%-139.5pp |
| Employer contribution / active EE | $4,675 | $3,537+32.2% | $4,856-3.7% | $2,670+75.1% |
| Participant deferral / active EE | $7,250 | $6,404+13.2% | $7,758-6.6% | $4,125+75.7% |
| Admin fee / account holder | $10,256 | $6,975+47.0% | $10,762-4.7% | $5,651+81.5% |