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 | $165,662 | $95,803+72.9% | $113,168+46.4% | $84,808+95.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 39.18% | 25.00%+14.2pp | 24.27%+14.9pp | 40.90%-1.7pp |
| Employer contribution / active EE | $3,399 | $2,360+44.0% | $2,975+14.3% | $2,631+29.2% |
| Participant deferral / active EE | $10,870 | $4,242+156.2% | $5,107+112.9% | $4,212+158.1% |
| Admin fee / account holder | $25,264 | $8,989+181.1% | $12,068+109.4% | $7,344+244.0% |