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 | $245,255 | $125,758+95.0% | $169,993+44.3% | $75,163+226.3% |
| Participation rate | 96.2% | 83.6%+12.6pp | 87.0%+9.2pp | 67.2%+29.0pp |
| Annual return | 17.33% | 27.20%-9.9pp | 53.37%-36.0pp | 160.62%-143.3pp |
| Employer contribution / active EE | $8,988 | $4,615+94.8% | $6,785+32.5% | $2,670+236.7% |
| Participant deferral / active EE | $8,504 | $6,837+24.4% | $10,408-18.3% | $4,125+106.1% |
| Admin fee / account holder | $10,936 | $8,173+33.8% | $12,815-14.7% | $5,651+93.5% |