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 | $130,863 | $102,317+27.9% | $146,958-11.0% | $80,856+61.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.60% | 134.76%-119.2pp | 418.34%-402.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $8,058 | $3,713+117.0% | $4,933+63.4% | $2,755+192.5% |
| Participant deferral / active EE | $8,356 | $6,644+25.8% | $8,070+3.5% | $4,296+94.5% |
| Admin fee / account holder | $53,172 | $7,941+569.6% | $12,998+309.1% | $6,918+668.6% |