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 | $242,340 | $96,635+150.8% | $86,612+179.8% | $139,434+73.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.18% | 106.41%-94.2pp | 591.07%-578.9pp | 372.94%-360.8pp |
| Employer contribution / active EE | $16,791 | $3,263+414.6% | $3,022+455.5% | $4,751+253.4% |
| Participant deferral / active EE | $16,791 | $4,836+247.2% | $4,438+278.4% | $6,710+150.2% |
| Admin fee / account holder | $5,830 | $6,408-9.0% | $5,614+3.8% | $11,403-48.9% |