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.
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 | $66,045 | $123,793-46.6% | $177,821-62.9% | $79,858-17.3% |
| Participation rate | 92.9% | 84.7%+8.2pp | 87.7%+5.1pp | 69.6%+23.2pp |
| Annual return | 12.80% | 22.82%-10.0pp | 48.32%-35.5pp | 31.71%-18.9pp |
| Employer contribution / active EE | $2,782 | $4,095-32.1% | $5,918-53.0% | $2,471+12.6% |
| Participant deferral / active EE | $3,276 | $5,956-45.0% | $7,714-57.5% | $3,740-12.4% |
| Admin fee / account holder | $3,296 | $7,243-54.5% | $12,427-73.5% | $5,306-37.9% |