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 | $76,407+10.1% | $150,298-44.0% | $82,448+2.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 20.01% | 39.99%-20.0pp | 62.79%-42.8pp | 41.64%-21.6pp |
| Employer contribution / active EE | $8,692 | $2,614+232.5% | $4,154+109.2% | $2,551+240.7% |
| Participant deferral / active EE | $7,764 | $3,214+141.5% | $5,453+42.4% | $4,139+87.6% |
| Admin fee / account holder | $4,828 | $6,352-24.0% | $14,116-65.8% | $7,234-33.3% |