Filed February 13, 2024
Total covered: 2 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 | $69,609 | $94,529-26.4% | $140,016-50.3% | $64,186+8.4% |
| Participation rate | 78.6% | 84.1%-5.5pp | 87.5%-8.9pp | 69.6%+9.0pp |
| Annual return | -3.71% | 7.77%-11.5pp | 651.12%-654.8pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,503 | $3,812-60.6% | $5,606-73.2% | $2,381-36.9% |
| Participant deferral / active EE | $2,952 | $5,250-43.8% | $6,927-57.4% | $3,470-14.9% |
| Admin fee / account holder | $8,489 | $6,741+25.9% | $10,705-20.7% | $4,888+73.7% |