Filed February 2, 2021
Total covered: 4 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,770 | $100,041-51.2% | $149,718-67.4% | $70,131-30.5% |
| Participation rate | 96.7% | 83.6%+13.1pp | 87.1%+9.6pp | 69.5%+27.1pp |
| Annual return | 9.50% | 27.43%-17.9pp | 1501.63%-1492.1pp | 73.14%-63.6pp |
| Employer contribution / active EE | $2,303 | $3,662-37.1% | $5,445-57.7% | $2,342-1.7% |
| Participant deferral / active EE | $2,314 | $4,983-53.6% | $6,569-64.8% | $3,332-30.5% |
| Admin fee / account holder | $3,468 | $8,286-58.1% | $11,283-69.3% | $4,645-25.3% |