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 | $112,472 | $71,883+56.5% | $86,677+29.8% | $68,494+64.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -17.26% | 3.52%-20.8pp | 35.91%-53.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $3,530 | $2,173+62.5% | $2,836+24.5% | $2,596+36.0% |
| Participant deferral / active EE | $9,385 | $3,779+148.4% | $4,656+101.6% | $4,027+133.1% |
| Admin fee / account holder | $5,343 | $6,112-12.6% | $7,493-28.7% | $5,403-1.1% |