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 | $91,370 | $148,978-38.7% | $200,582-54.4% | $84,808+7.7% |
| Participation rate | 82.5% | 84.2%-1.7pp | 86.9%-4.4pp | 68.3%+14.2pp |
| Annual return | 13.31% | 28.16%-14.9pp | 42.33%-29.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $6,300 | $4,815+30.8% | $6,419-1.9% | $2,631+139.4% |
| Participant deferral / active EE | $10,529 | $7,142+47.4% | $9,331+12.8% | $4,212+150.0% |
| Admin fee / account holder | $35,611 | $13,977+154.8% | $16,305+118.4% | $7,344+384.9% |