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 | $89,667 | $123,793-27.6% | $177,821-49.6% | $79,858+12.3% |
| Participation rate | 92.9% | 84.7%+8.2pp | 87.7%+5.1pp | 69.6%+23.2pp |
| Annual return | 18.32% | 22.82%-4.5pp | 48.32%-30.0pp | 31.71%-13.4pp |
| Employer contribution / active EE | $5,320 | $4,095+29.9% | $5,918-10.1% | $2,471+115.3% |
| Participant deferral / active EE | $4,279 | $5,956-28.2% | $7,714-44.5% | $3,740+14.4% |
| Admin fee / account holder | $781 | $7,243-89.2% | $12,427-93.7% | $5,306-85.3% |