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 | $194,242 | $110,094+76.4% | $151,611+28.1% | $68,494+183.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.27% | -10.12%-5.2pp | 3.33%-18.6pp | -7.84%-7.4pp |
| Employer contribution / active EE | $8,373 | $4,471+87.3% | $6,166+35.8% | $2,596+222.5% |
| Participant deferral / active EE | $7,949 | $6,527+21.8% | $8,363-5.0% | $4,027+97.4% |
| Admin fee / account holder | $6,660 | $7,719-13.7% | $11,616-42.7% | $5,403+23.3% |