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 | $128,569 | $80,968+58.8% | $96,544+33.2% | $75,163+71.1% |
| Participation rate | 98.6% | 71.8%+26.9pp | 76.0%+22.7pp | 67.2%+31.5pp |
| Annual return | 30.77% | 27.06%+3.7pp | 25.84%+4.9pp | 160.62%-129.8pp |
| Employer contribution / active EE | $3,683 | $2,282+61.4% | $2,965+24.2% | $2,670+38.0% |
| Participant deferral / active EE | $9,882 | $3,928+151.6% | $4,851+103.7% | $4,125+139.6% |
| Admin fee / account holder | $29,300 | $6,724+335.7% | $8,252+255.0% | $5,651+418.5% |