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 | $46,821 | $137,414-65.9% | $189,513-75.3% | $85,850-45.5% |
| Participation rate | 84.2% | 84.6%-0.4pp | 87.8%-3.6pp | 69.3%+14.9pp |
| Annual return | 17.35% | 38.14%-20.8pp | 555.15%-537.8pp | 318.53%-301.2pp |
| Employer contribution / active EE | $5,546 | $4,344+27.7% | $6,162-10.0% | $2,565+116.2% |
| Participant deferral / active EE | $7,363 | $6,260+17.6% | $8,221-10.4% | $3,952+86.3% |
| Admin fee / account holder | $1,490 | $8,630-82.7% | $12,045-87.6% | $6,260-76.2% |