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 | $109,636 | $78,422+39.8% | $95,952+14.3% | $79,858+37.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 20.54% | 19.37%+1.2pp | 91.61%-71.1pp | 31.71%-11.2pp |
| Employer contribution / active EE | $3,115 | $1,945+60.2% | $2,541+22.6% | $2,471+26.1% |
| Participant deferral / active EE | $7,892 | $3,440+129.4% | $4,167+89.4% | $3,740+111.0% |
| Admin fee / account holder | $8,432 | $5,622+50.0% | $6,795+24.1% | $5,306+58.9% |