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 | $93,315 | $138,347-32.6% | $184,203-49.3% | $80,856+15.4% |
| Participation rate | 86.8% | 83.9%+3.0pp | 86.8%0pp | 67.6%+19.2pp |
| Annual return | 61.98% | 20.02%+42.0pp | 28.81%+33.2pp | 35.59%+26.4pp |
| Employer contribution / active EE | $6,162 | $4,850+27.0% | $6,427-4.1% | $2,755+123.7% |
| Participant deferral / active EE | $10,552 | $7,071+49.2% | $9,131+15.6% | $4,296+145.6% |
| Admin fee / account holder | $3,346 | $10,483-68.1% | $13,901-75.9% | $6,918-51.6% |