Filed September 21, 2021
Total covered: 6 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 | $46,728 | $160,055-70.8% | $140,016-66.6% | $135,375-65.5% |
| Participation rate | 73.9% | 88.5%-14.6pp | 87.5%-13.6pp | 82.6%-8.7pp |
| Annual return | 0.49% | 911.38%-910.9pp | 651.12%-650.6pp | 519.73%-519.2pp |
| Employer contribution / active EE | $6,603 | $6,420+2.8% | $5,606+17.8% | $4,779+38.2% |
| Participant deferral / active EE | $9,358 | $7,642+22.5% | $6,927+35.1% | $5,609+66.8% |
| Admin fee / account holder | $33,105 | $13,328+148.4% | $10,705+209.2% | $10,827+205.8% |