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 | $123,416 | $94,529+30.6% | $140,016-11.9% | $64,186+92.3% |
| Participation rate | 97.6% | 84.1%+13.5pp | 87.5%+10.1pp | 69.6%+28.0pp |
| Annual return | -5.54% | 7.77%-13.3pp | 651.12%-656.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $6,595 | $3,812+73.0% | $5,606+17.6% | $2,381+177.0% |
| Participant deferral / active EE | $5,913 | $5,250+12.6% | $6,927-14.6% | $3,470+70.4% |
| Admin fee / account holder | $6,075 | $6,741-9.9% | $10,705-43.3% | $4,888+24.3% |