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 | $159,137 | $109,359+45.5% | $162,163-1.9% | $72,985+118.0% |
| Participation rate | 97.6% | 84.3%+13.3pp | 87.6%+10.0pp | 69.5%+28.1pp |
| Annual return | 22.93% | 25.46%-2.5pp | 115.59%-92.7pp | 81.00%-58.1pp |
| Employer contribution / active EE | $7,401 | $3,907+89.4% | $5,614+31.8% | $2,440+203.3% |
| Participant deferral / active EE | $6,303 | $5,481+15.0% | $7,298-13.6% | $3,607+74.7% |
| Admin fee / account holder | $9,791 | $7,972+22.8% | $10,843-9.7% | $5,124+91.1% |