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 | $87,160 | $138,347-37.0% | $184,203-52.7% | $80,856+7.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 12.53% | 20.02%-7.5pp | 28.81%-16.3pp | 35.59%-23.1pp |
| Employer contribution / active EE | $6,309 | $4,850+30.1% | $6,427-1.8% | $2,755+129.0% |
| Participant deferral / active EE | $4,736 | $7,071-33.0% | $9,131-48.1% | $4,296+10.2% |
| Admin fee / account holder | $29,271 | $10,483+179.2% | $13,901+110.6% | $6,918+323.1% |