Filed October 11, 2023
Total covered: 2 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 | $66,792 | $140,578-52.5% | $100,671-33.7% | $125,391-46.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 2.43% | 24.67%-22.2pp | 20.43%-18.0pp | 282.22%-279.8pp |
| Employer contribution / active EE | $3,029 | $5,965-49.2% | $4,012-24.5% | $4,866-37.7% |
| Participant deferral / active EE | $2,692 | $3,981-32.4% | $3,144-14.4% | $5,352-49.7% |
| Admin fee / account holder | $4,615 | $6,716-31.3% | $4,850-4.8% | $9,540-51.6% |