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 | $142,467 | $109,881+29.7% | $150,045-5.1% | $84,808+68.0% |
| Participation rate | 98.7% | 76.1%+22.6pp | 82.3%+16.3pp | 68.3%+30.4pp |
| Annual return | 15.20% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,898 | $3,561+9.5% | $4,693-16.9% | $2,631+48.2% |
| Participant deferral / active EE | $7,769 | $6,636+17.1% | $7,997-2.8% | $4,212+84.5% |
| Admin fee / account holder | $4,427 | $8,568-48.3% | $13,435-67.0% | $7,344-39.7% |