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 | $82,918 | $165,912-50.0% | $122,332-32.2% | $147,584-43.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 19.75% | 34.55%-14.8pp | 30.27%-10.5pp | 578.55%-558.8pp |
| Employer contribution / active EE | $3,063 | $5,754-46.8% | $4,050-24.4% | $4,876-37.2% |
| Participant deferral / active EE | $4,136 | $4,005+3.3% | $3,287+25.8% | $5,439-23.9% |
| Admin fee / account holder | $573 | $7,424-92.3% | $5,478-89.5% | $10,885-94.7% |