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 | $209,564 | $57,281+265.9% | $86,612+142.0% | $75,163+178.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 16.63% | 2670.75%-2654.1pp | 591.07%-574.4pp | 160.62%-144.0pp |
| Employer contribution / active EE | $28,276 | $2,314+1121.7% | $3,022+835.5% | $2,670+959.1% |
| Participant deferral / active EE | $13,319 | $3,318+301.5% | $4,438+200.1% | $4,125+222.9% |
| Admin fee / account holder | $34,722 | $4,112+744.4% | $5,614+518.5% | $5,651+514.4% |