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 | $131,612 | $102,317+28.6% | $146,958-10.4% | $80,856+62.8% |
| Participation rate | 98.4% | 75.8%+22.6pp | 82.2%+16.3pp | 67.6%+30.8pp |
| Annual return | 15.67% | 134.76%-119.1pp | 418.34%-402.7pp | 35.59%-19.9pp |
| Employer contribution / active EE | $2,665 | $3,713-28.2% | $4,933-46.0% | $2,755-3.2% |
| Participant deferral / active EE | $7,829 | $6,644+17.8% | $8,070-3.0% | $4,296+82.2% |
| Admin fee / account holder | $7,305 | $7,941-8.0% | $12,998-43.8% | $6,918+5.6% |