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 | $73,827 | $110,094-32.9% | $151,611-51.3% | $68,494+7.8% |
| Participation rate | 97.4% | 84.0%+13.4pp | 87.5%+9.9pp | 67.9%+29.5pp |
| Annual return | -15.81% | -10.12%-5.7pp | 3.33%-19.1pp | -7.84%-8.0pp |
| Employer contribution / active EE | $6,500 | $4,471+45.4% | $6,166+5.4% | $2,596+150.4% |
| Participant deferral / active EE | $4,435 | $6,527-32.0% | $8,363-47.0% | $4,027+10.1% |
| Admin fee / account holder | $16,337 | $7,719+111.7% | $11,616+40.6% | $5,403+202.4% |