Filed January 19, 2024
Total covered: 19 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,202 | $100,041-36.8% | $149,718-57.8% | $70,131-9.9% |
| Participation rate | 84.6% | 83.6%+1.0pp | 87.1%-2.5pp | 69.5%+15.1pp |
| Annual return | 8.82% | 27.43%-18.6pp | 1501.63%-1492.8pp | 73.14%-64.3pp |
| Employer contribution / active EE | $1,761 | $3,662-51.9% | $5,445-67.7% | $2,342-24.8% |
| Participant deferral / active EE | $3,580 | $4,983-28.1% | $6,569-45.5% | $3,332+7.5% |
| Admin fee / account holder | $1,098 | $8,286-86.7% | $11,283-90.3% | $4,645-76.4% |