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 | $82,539 | $125,758-34.4% | $169,993-51.4% | $75,163+9.8% |
| Participation rate | 86.8% | 83.6%+3.2pp | 87.0%-0.2pp | 67.2%+19.6pp |
| Annual return | 12.30% | 27.20%-14.9pp | 53.37%-41.1pp | 160.62%-148.3pp |
| Employer contribution / active EE | $1,985 | $4,615-57.0% | $6,785-70.7% | $2,670-25.7% |
| Participant deferral / active EE | $3,824 | $6,837-44.1% | $10,408-63.3% | $4,125-7.3% |
| Admin fee / account holder | $15,734 | $8,173+92.5% | $12,815+22.8% | $5,651+178.4% |