Filed September 1, 2022
Total covered: 18 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 | $98,464 | $82,032+20.0% | $123,104-20.0% | $59,632+65.1% |
| Participation rate | 94.5% | 83.2%+11.3pp | 86.8%+7.7pp | 68.7%+25.8pp |
| Annual return | -0.57% | 5.12%-5.7pp | 13.22%-13.8pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $5,922 | $3,297+79.6% | $5,151+15.0% | $2,203+168.9% |
| Participant deferral / active EE | $5,348 | $4,667+14.6% | $6,230-14.2% | $3,192+67.6% |
| Admin fee / account holder | $3,549 | $5,881-39.6% | $9,015-60.6% | $4,297-17.4% |