Filed April 8, 2024
Total covered: 17 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 | $91,932 | $72,492+26.8% | $87,100+5.5% | $72,985+26.0% |
| Participation rate | 98.6% | 72.8%+25.8pp | 76.9%+21.8pp | 69.5%+29.2pp |
| Annual return | 36.07% | 24.46%+11.6pp | 28.19%+7.9pp | 81.00%-44.9pp |
| Employer contribution / active EE | $2,950 | $1,894+55.8% | $2,521+17.0% | $2,440+20.9% |
| Participant deferral / active EE | $7,084 | $3,270+116.7% | $4,049+75.0% | $3,607+96.4% |
| Admin fee / account holder | $5,927 | $5,055+17.3% | $7,497-20.9% | $5,124+15.7% |