Filed November 2, 2022
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,108 | $80,717+4.2% | $154,803-45.7% | $84,808-0.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 20.01% | 37.96%-17.9pp | 58.88%-38.9pp | 40.90%-20.9pp |
| Employer contribution / active EE | $8,692 | $2,761+214.8% | $4,305+101.9% | $2,631+230.4% |
| Participant deferral / active EE | $7,764 | $3,303+135.0% | $5,540+40.1% | $4,212+84.3% |
| Admin fee / account holder | $4,828 | $6,746-28.4% | $14,329-66.3% | $7,344-34.3% |