Filed March 18, 2024
Total covered: 4 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 | $143,301 | $99,020+44.7% | $86,590+65.5% | $147,584-2.9% |
| Participation rate | 95.8% | 76.3%+19.5pp | 73.5%+22.3pp | 82.8%+13.0pp |
| Annual return | 11.01% | 1312.34%-1301.3pp | 964.84%-953.8pp | 578.55%-567.5pp |
| Employer contribution / active EE | $8,991 | $3,132+187.1% | $2,839+216.6% | $4,876+84.4% |
| Participant deferral / active EE | $8,991 | $3,972+126.3% | $3,609+149.1% | $5,439+65.3% |
| Admin fee / account holder | $5,265 | $5,710-7.8% | $4,906+7.3% | $10,885-51.6% |