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 | $81,973 | $137,414-40.3% | $189,513-56.7% | $85,850-4.5% |
| Participation rate | 96.3% | 84.6%+11.7pp | 87.8%+8.5pp | 69.3%+27.0pp |
| Annual return | 11.96% | 38.14%-26.2pp | 555.15%-543.2pp | 318.53%-306.6pp |
| Employer contribution / active EE | $3,192 | $4,344-26.5% | $6,162-48.2% | $2,565+24.4% |
| Participant deferral / active EE | $4,042 | $6,260-35.4% | $8,221-50.8% | $3,952+2.3% |
| Admin fee / account holder | $3,165 | $8,630-63.3% | $12,045-73.7% | $6,260-49.4% |