Filed February 2, 2021
Total covered: 3 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 | $73,485 | $100,041-26.5% | $149,718-50.9% | $70,131+4.8% |
| Participation rate | 98.4% | 83.6%+14.8pp | 87.1%+11.3pp | 69.5%+28.8pp |
| Annual return | 17.88% | 27.43%-9.6pp | 1501.63%-1483.8pp | 73.14%-55.3pp |
| Employer contribution / active EE | $4,540 | $3,662+24.0% | $5,445-16.6% | $2,342+93.8% |
| Participant deferral / active EE | $2,991 | $4,983-40.0% | $6,569-54.5% | $3,332-10.2% |
| Admin fee / account holder | $1,190 | $8,286-85.6% | $11,283-89.5% | $4,645-74.4% |