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 | $234,463 | $65,409+258.5% | $98,442+138.2% | $85,850+173.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 13.85% | 21.76%-7.9pp | 1492.73%-1478.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $23,511 | $2,168+984.6% | $2,960+694.4% | $2,565+816.6% |
| Participant deferral / active EE | $10,196 | $3,166+222.0% | $4,276+138.4% | $3,952+158.0% |
| Admin fee / account holder | $13,889 | $4,593+202.4% | $5,949+133.5% | $6,260+121.9% |