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 | $179,525 | $123,793+45.0% | $177,821+1.0% | $79,858+124.8% |
| Participation rate | 97.6% | 84.7%+12.9pp | 87.7%+9.9pp | 69.6%+28.0pp |
| Annual return | 17.93% | 22.82%-4.9pp | 48.32%-30.4pp | 31.71%-13.8pp |
| Employer contribution / active EE | $6,851 | $4,095+67.3% | $5,918+15.8% | $2,471+177.3% |
| Participant deferral / active EE | $6,585 | $5,956+10.6% | $7,714-14.6% | $3,740+76.1% |
| Admin fee / account holder | $10,459 | $7,243+44.4% | $12,427-15.8% | $5,306+97.1% |