Filed October 28, 2021
Total covered: 47 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 | $116,303 | $89,355+30.2% | $141,162-17.6% | $72,985+59.4% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 23.04% | 111.85%-88.8pp | 71.39%-48.4pp | 81.00%-58.0pp |
| Employer contribution / active EE | $2,780 | $3,114-10.7% | $4,735-41.3% | $2,440+13.9% |
| Participant deferral / active EE | $6,336 | $5,418+16.9% | $6,709-5.6% | $3,607+75.6% |
| Admin fee / account holder | $2,686 | $5,958-54.9% | $10,261-73.8% | $5,124-47.6% |