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 | $80,549 | $87,841-8.3% | $133,980-39.9% | $62,891+28.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 7.10% | 12.05%-4.9pp | 29.30%-22.2pp | 20.14%-13.0pp |
| Employer contribution / active EE | $5,459 | $3,483+56.7% | $5,211+4.8% | $2,281+139.3% |
| Participant deferral / active EE | $4,170 | $4,812-13.3% | $6,282-33.6% | $3,203+30.2% |
| Admin fee / account holder | $2,585 | $5,371-51.9% | $9,324-72.3% | $4,296-39.8% |