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 | $186,590 | $54,350+243.3% | $82,719+125.6% | $68,494+172.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -18.84% | -13.67%-5.2pp | 701.18%-720.0pp | -7.84%-11.0pp |
| Employer contribution / active EE | $26,659 | $2,218+1101.9% | $3,009+786.0% | $2,596+926.8% |
| Participant deferral / active EE | $11,746 | $3,246+261.9% | $4,395+167.3% | $4,027+191.7% |
| Admin fee / account holder | $9,161 | $4,395+108.4% | $5,329+71.9% | $5,403+69.6% |