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 | $67,820 | $109,359-38.0% | $162,163-58.2% | $72,985-7.1% |
| Participation rate | 83.8% | 84.3%-0.4pp | 87.6%-3.7pp | 69.5%+14.3pp |
| Annual return | 12.45% | 25.46%-13.0pp | 115.59%-103.1pp | 81.00%-68.6pp |
| Employer contribution / active EE | $1,927 | $3,907-50.7% | $5,614-65.7% | $2,440-21.0% |
| Participant deferral / active EE | $3,797 | $5,481-30.7% | $7,298-48.0% | $3,607+5.2% |
| Admin fee / account holder | $5,991 | $7,972-24.8% | $10,843-44.7% | $5,124+16.9% |