Filed October 1, 2021
Total covered: 21 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 4-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 | $66,565 | $81,233-18.1% | $155,567-57.2% | $80,874-17.7% |
| Participation rate | 92.3% | 66.2%+26.1pp | 78.2%+14.1pp | 67.6%+24.7pp |
| Annual return | 17.21% | 33.33%-16.1pp | 64.74%-47.5pp | 35.62%-18.4pp |
| Employer contribution / active EE | $6,988 | $3,101+125.3% | $4,674+49.5% | $2,756+153.6% |
| Participant deferral / active EE | $13,405 | $3,452+288.3% | $5,628+138.2% | $4,297+212.0% |
| Admin fee / account holder | $781 | $7,998-90.2% | $15,916-95.1% | $6,935-88.7% |