Filed April 6, 2022
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 9-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 | $230,964 | $102,966+124.3% | $90,281+155.8% | $152,861+51.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.43% | 95.16%-72.7pp | 78.10%-55.7pp | 345.32%-322.9pp |
| Employer contribution / active EE | $13,294 | $3,139+323.6% | $2,854+365.7% | $4,762+179.2% |
| Participant deferral / active EE | $14,097 | $4,281+229.3% | $3,885+262.8% | $5,850+141.0% |
| Admin fee / account holder | $6,269 | $6,171+1.6% | $5,351+17.1% | $11,596-45.9% |