Filed November 29, 2021
Total covered: 9 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 | $26,700 | $76,552-65.1% | $123,892-78.4% | $62,891-57.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 16.41% | 18.68%-2.3pp | 47.52%-31.1pp | 20.14%-3.7pp |
| Employer contribution / active EE | $3,248 | $2,883+12.7% | $4,617-29.6% | $2,281+42.4% |
| Participant deferral / active EE | $5,121 | $4,840+5.8% | $5,984-14.4% | $3,203+59.9% |
| Admin fee / account holder | $845 | $4,826-82.5% | $8,357-89.9% | $4,296-80.3% |