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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $355,806 | $109,817+224.0% | $98,442+261.4% | $167,490+112.4% |
| Participation rate | 93.8% | 75.8%+17.9pp | 73.3%+20.4pp | 82.1%+11.6pp |
| Annual return | 31.39% | 1956.69%-1925.3pp | 1492.73%-1461.3pp | 478.56%-447.2pp |
| Employer contribution / active EE | $10,708 | $3,224+232.1% | $2,960+261.8% | $4,837+121.4% |
| Participant deferral / active EE | $13,090 | $4,673+180.1% | $4,276+206.1% | $6,341+106.4% |
| Admin fee / account holder | $9,520 | $6,753+41.0% | $5,949+60.0% | $12,309-22.7% |