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 3-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 | $156,538 | $86,929+80.1% | $102,423+52.8% | $80,856+93.6% |
| Participation rate | 98.3% | 72.4%+25.9pp | 76.5%+21.8pp | 67.6%+30.7pp |
| Annual return | 647.59% | 18.88%+628.7pp | 29.32%+618.3pp | 35.59%+612.0pp |
| Employer contribution / active EE | $3,294 | $2,369+39.0% | $3,023+9.0% | $2,755+19.6% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $8,277 | $8,049+2.8% | $9,451-12.4% | $6,918+19.7% |