Filed October 28, 2020
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 | $176,909 | $54,762+223.0% | $90,281+96.0% | $72,985+142.4% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 21.99% | 30.63%-8.6pp | 78.10%-56.1pp | 81.00%-59.0pp |
| Employer contribution / active EE | $20,820 | $2,092+895.0% | $2,854+629.4% | $2,440+753.3% |
| Participant deferral / active EE | $8,512 | $2,887+194.8% | $3,885+119.1% | $3,607+136.0% |
| Admin fee / account holder | $31,814 | $3,972+701.0% | $5,351+494.5% | $5,124+520.8% |