Filed March 31, 2021
Total covered: 2 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 | $99,888 | $56,484+76.8% | $169,463-41.1% | $64,186+55.6% |
| Participation rate | 91.7% | 64.5%+27.1pp | 77.8%+13.9pp | 69.6%+22.1pp |
| Annual return | 12.65% | -1.55%+14.2pp | 1.83%+10.8pp | 7.63%+5.0pp |
| Employer contribution / active EE | $1,255 | $1,832-31.5% | $4,159-69.8% | $2,381-47.3% |
| Participant deferral / active EE | $4,188 | $3,448+21.5% | $5,277-20.6% | $3,470+20.7% |
| Admin fee / account holder | $402 | $4,174-90.4% | $9,109-95.6% | $4,888-91.8% |