Filed April 4, 2022
Total covered: 5 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 | $164,392 | $148,978+10.3% | $200,582-18.0% | $84,808+93.8% |
| Participation rate | 84.6% | 84.2%+0.4pp | 86.9%-2.3pp | 68.3%+16.3pp |
| Annual return | 15.81% | 28.16%-12.3pp | 42.33%-26.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $4,223 | $4,815-12.3% | $6,419-34.2% | $2,631+60.5% |
| Participant deferral / active EE | $4,257 | $7,142-40.4% | $9,331-54.4% | $4,212+1.1% |
| Admin fee / account holder | $5,271 | $13,977-62.3% | $16,305-67.7% | $7,344-28.2% |