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 | $144,686 | $98,750+46.5% | $149,696-3.3% | $79,858+81.2% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.5%+15.1pp | 69.6%+27.9pp |
| Annual return | 21.43% | 27.43%-6.0pp | 276.60%-255.2pp | 31.71%-10.3pp |
| Employer contribution / active EE | $2,983 | $3,216-7.2% | $4,644-35.8% | $2,471+20.7% |
| Participant deferral / active EE | $7,514 | $5,680+32.3% | $6,842+9.8% | $3,740+100.9% |
| Admin fee / account holder | $1,160 | $6,053-80.8% | $9,309-87.5% | $5,306-78.1% |