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 | $194,127 | $102,966+88.5% | $90,281+115.0% | $152,861+27.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 15.73% | 95.16%-79.4pp | 78.10%-62.4pp | 345.32%-329.6pp |
| Employer contribution / active EE | $11,566 | $3,139+268.5% | $2,854+305.2% | $4,762+142.9% |
| Participant deferral / active EE | $11,566 | $4,281+170.1% | $3,885+197.7% | $5,850+97.7% |
| Admin fee / account holder | $1,054 | $6,171-82.9% | $5,351-80.3% | $11,596-90.9% |