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 | $45,742 | $110,094-58.5% | $151,611-69.8% | $68,494-33.2% |
| Participation rate | 86.1% | 84.0%+2.2pp | 87.5%-1.4pp | 67.9%+18.2pp |
| Annual return | -16.91% | -10.12%-6.8pp | 3.33%-20.2pp | -7.84%-9.1pp |
| Employer contribution / active EE | $5,500 | $4,471+23.0% | $6,166-10.8% | $2,596+111.8% |
| Participant deferral / active EE | $7,794 | $6,527+19.4% | $8,363-6.8% | $4,027+93.5% |
| Admin fee / account holder | $2,981 | $7,719-61.4% | $11,616-74.3% | $5,403-44.8% |