Filed July 3, 2024
Total covered: 8 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 | $38,815 | $67,331-42.4% | $60,874-36.2% | $134,475-71.1% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.1%+6.9pp | 81.2%-1.2pp |
| Annual return | -17.70% | 49.93%-67.6pp | 16.90%-34.6pp | 417.96%-435.7pp |
| Employer contribution / active EE | $11,698 | $3,096+277.8% | $2,701+333.0% | $4,740+146.8% |
| Participant deferral / active EE | $7,017 | $4,538+54.6% | $3,817+83.8% | $6,400+9.6% |
| Admin fee / account holder | $5,849 | $4,582+27.7% | $3,224+81.4% | $11,426-48.8% |