Filed August 25, 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 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 | $26,387 | $76,000-65.3% | $154,107-82.9% | $64,186-58.9% |
| Participation rate | 97.4% | 70.4%+27.0pp | 83.0%+14.4pp | 69.6%+27.9pp |
| Annual return | -2.81% | 30.32%-33.1pp | 735.12%-737.9pp | 7.63%-10.4pp |
| Employer contribution / active EE | $1,808 | $3,351-46.0% | $5,298-65.9% | $2,381-24.1% |
| Participant deferral / active EE | $2,758 | $3,175-13.1% | $5,081-45.7% | $3,470-20.5% |
| Admin fee / account holder | $9,370 | $5,596+67.4% | $13,411-30.1% | $4,888+91.7% |