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 | $154,901 | $63,346+144.5% | $92,233+67.9% | $70,131+120.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.23% | 530.12%-513.9pp | 176.28%-160.0pp | 73.14%-56.9pp |
| Employer contribution / active EE | $7,182 | $2,471+190.6% | $3,679+95.2% | $2,342+206.6% |
| Participant deferral / active EE | $7,621 | $2,854+167.1% | $3,897+95.6% | $3,332+128.7% |
| Admin fee / account holder | $2,864 | $3,840-25.4% | $5,194-44.9% | $4,645-38.3% |