Filed September 11, 2023
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 | $29,738 | $99,020-70.0% | $86,590-65.7% | $147,584-79.9% |
| Participation rate | 82.6% | 76.3%+6.3pp | 73.5%+9.1pp | 82.8%-0.2pp |
| Annual return | 21.24% | 1312.34%-1291.1pp | 964.84%-943.6pp | 578.55%-557.3pp |
| Employer contribution / active EE | $3,822 | $3,132+22.0% | $2,839+34.6% | $4,876-21.6% |
| Participant deferral / active EE | $6,657 | $3,972+67.6% | $3,609+84.5% | $5,439+22.4% |
| Admin fee / account holder | $4,192 | $5,710-26.6% | $4,906-14.5% | $10,885-61.5% |