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 | $132,052 | $86,929+51.9% | $102,423+28.9% | $80,856+63.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 23.56% | 18.88%+4.7pp | 29.32%-5.8pp | 35.59%-12.0pp |
| Employer contribution / active EE | $4,187 | $2,369+76.7% | $3,023+38.5% | $2,755+52.0% |
| Participant deferral / active EE | $10,983 | $4,118+166.7% | $5,053+117.4% | $4,296+155.7% |
| Admin fee / account holder | $43,560 | $8,049+441.2% | $9,451+360.9% | $6,918+529.7% |