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 | $73,835 | $125,758-41.3% | $169,993-56.6% | $75,163-1.8% |
| Participation rate | 96.4% | 83.6%+12.8pp | 87.0%+9.4pp | 67.2%+29.2pp |
| Annual return | 21.77% | 27.20%-5.4pp | 53.37%-31.6pp | 160.62%-138.8pp |
| Employer contribution / active EE | $4,067 | $4,615-11.9% | $6,785-40.1% | $2,670+52.3% |
| Participant deferral / active EE | $4,225 | $6,837-38.2% | $10,408-59.4% | $4,125+2.4% |
| Admin fee / account holder | $8,381 | $8,173+2.5% | $12,815-34.6% | $5,651+48.3% |