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 | $120,072 | $93,571+28.3% | $135,903-11.6% | $75,163+59.7% |
| Participation rate | 98.2% | 75.2%+23.0pp | 81.9%+16.3pp | 67.2%+31.0pp |
| Annual return | 17.62% | 30.90%-13.3pp | 68.23%-50.6pp | 160.62%-143.0pp |
| Employer contribution / active EE | $3,289 | $3,537-7.0% | $4,856-32.3% | $2,670+23.2% |
| Participant deferral / active EE | $8,143 | $6,404+27.1% | $7,758+5.0% | $4,125+97.4% |
| Admin fee / account holder | $25,048 | $6,975+259.1% | $10,762+132.7% | $5,651+343.3% |