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 | $74,631 | $123,793-39.7% | $177,821-58.0% | $79,858-6.5% |
| Participation rate | 86.4% | 84.7%+1.7pp | 87.7%-1.4pp | 69.6%+16.7pp |
| Annual return | 10.26% | 22.82%-12.6pp | 48.32%-38.1pp | 31.71%-21.5pp |
| Employer contribution / active EE | $1,912 | $4,095-53.3% | $5,918-67.7% | $2,471-22.6% |
| Participant deferral / active EE | $3,312 | $5,956-44.4% | $7,714-57.1% | $3,740-11.5% |
| Admin fee / account holder | $5,385 | $7,243-25.6% | $12,427-56.7% | $5,306+1.5% |