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 | $93,406 | $125,758-25.7% | $169,993-45.1% | $75,163+24.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 18.08% | 27.20%-9.1pp | 53.37%-35.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $8,585 | $4,615+86.0% | $6,785+26.5% | $2,670+221.6% |
| Participant deferral / active EE | $4,429 | $6,837-35.2% | $10,408-57.4% | $4,125+7.4% |
| Admin fee / account holder | $1,369 | $8,173-83.2% | $12,815-89.3% | $5,651-75.8% |