Filed May 10, 2023
Total covered: 2 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,741 | $100,041-32.3% | $149,718-54.8% | $70,131-3.4% |
| Participation rate | 96.3% | 83.6%+12.7pp | 87.1%+9.2pp | 69.5%+26.8pp |
| Annual return | 12.96% | 27.43%-14.5pp | 1501.63%-1488.7pp | 73.14%-60.2pp |
| Employer contribution / active EE | $3,223 | $3,662-12.0% | $5,445-40.8% | $2,342+37.6% |
| Participant deferral / active EE | $3,308 | $4,983-33.6% | $6,569-49.6% | $3,332-0.7% |
| Admin fee / account holder | $7,461 | $8,286-10.0% | $11,283-33.9% | $4,645+60.6% |