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 | $51,902 | $125,758-58.7% | $169,993-69.5% | $75,163-30.9% |
| Participation rate | 85.0% | 83.6%+1.4pp | 87.0%-2.0pp | 67.2%+17.8pp |
| Annual return | 21.04% | 27.20%-6.2pp | 53.37%-32.3pp | 160.62%-139.6pp |
| Employer contribution / active EE | $5,749 | $4,615+24.6% | $6,785-15.3% | $2,670+115.3% |
| Participant deferral / active EE | $8,377 | $6,837+22.5% | $10,408-19.5% | $4,125+103.1% |
| Admin fee / account holder | $14,078 | $8,173+72.2% | $12,815+9.9% | $5,651+149.1% |