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 | $132,254 | $72,012+83.7% | $185,823-28.8% | $79,858+65.6% |
| Participation rate | 90.3% | 65.8%+24.6pp | 78.0%+12.3pp | 69.6%+20.7pp |
| Annual return | 12.34% | 23.12%-10.8pp | 35.95%-23.6pp | 31.71%-19.4pp |
| Employer contribution / active EE | $1,559 | $1,965-20.7% | $4,087-61.9% | $2,471-36.9% |
| Participant deferral / active EE | $5,055 | $3,779+33.8% | $5,632-10.3% | $3,740+35.1% |
| Admin fee / account holder | $3,165 | $4,513-29.9% | $9,500-66.7% | $5,306-40.4% |