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 | $112,155 | $165,335-32.2% | $149,696-25.1% | $158,922-29.4% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.7pp |
| Annual return | 15.81% | 348.15%-332.3pp | 276.60%-260.8pp | 302.83%-287.0pp |
| Employer contribution / active EE | $1,386 | $5,103-72.8% | $4,644-70.1% | $4,761-70.9% |
| Participant deferral / active EE | $6,831 | $7,181-4.9% | $6,842-0.2% | $5,982+14.2% |
| Admin fee / account holder | $445 | $10,807-95.9% | $9,309-95.2% | $11,246-96.0% |