Filed October 13, 2024
Total covered: 2 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 | $126,499 | $56,897+122.3% | $84,750+49.3% | $62,891+101.1% |
| Participation rate | 98.0% | 68.5%+29.5pp | 76.6%+21.4pp | 69.3%+28.7pp |
| Annual return | 11.20% | 6.30%+4.9pp | 22.78%-11.6pp | 20.14%-8.9pp |
| Employer contribution / active EE | $6,771 | $2,400+182.1% | $3,574+89.4% | $2,281+196.8% |
| Participant deferral / active EE | $6,990 | $2,709+158.0% | $3,712+88.3% | $3,203+118.2% |
| Admin fee / account holder | $434 | $3,581-87.9% | $5,332-91.9% | $4,296-89.9% |