Filed January 12, 2022
Total covered: 4 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 | $91,224 | $157,256-42.0% | $141,162-35.4% | $152,861-40.3% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.4%+10.9pp |
| Annual return | 19.47% | 64.32%-44.9pp | 71.39%-51.9pp | 345.32%-325.9pp |
| Employer contribution / active EE | $1,202 | $5,261-77.2% | $4,735-74.6% | $4,762-74.8% |
| Participant deferral / active EE | $5,881 | $7,109-17.3% | $6,709-12.3% | $5,850+0.5% |
| Admin fee / account holder | $6,921 | $12,120-42.9% | $10,261-32.6% | $11,596-40.3% |