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 | $116,971 | $148,978-21.5% | $200,582-41.7% | $84,808+37.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 15.71% | 28.16%-12.4pp | 42.33%-26.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $6,478 | $4,815+34.5% | $6,419+0.9% | $2,631+146.2% |
| Participant deferral / active EE | $4,370 | $7,142-38.8% | $9,331-53.2% | $4,212+3.8% |
| Admin fee / account holder | $3,585 | $13,977-74.3% | $16,305-78.0% | $7,344-51.2% |