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 | $194,654 | $92,703+110.0% | $82,719+135.3% | $134,475+44.8% |
| Participation rate | 95.7% | 75.2%+20.5pp | 72.6%+23.1pp | 81.2%+14.4pp |
| Annual return | -11.30% | 944.92%-956.2pp | 701.18%-712.5pp | 417.96%-429.3pp |
| Employer contribution / active EE | $14,054 | $3,274+329.3% | $3,009+367.1% | $4,740+196.5% |
| Participant deferral / active EE | $14,054 | $4,802+192.7% | $4,395+219.8% | $6,400+119.6% |
| Admin fee / account holder | $48,369 | $5,983+708.5% | $5,329+807.7% | $11,426+323.3% |