Filed January 9, 2025
Total covered: 3 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 5-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 | $77,179 | $64,707+19.3% | $112,228-31.2% | $68,494+12.7% |
| Participation rate | 75.0% | 67.2%+7.8pp | 75.1%-0.1pp | 67.9%+7.1pp |
| Annual return | -22.63% | -11.40%-11.2pp | 27.45%-50.1pp | -7.84%-14.8pp |
| Employer contribution / active EE | $3,277 | $2,746+19.3% | $3,635-9.8% | $2,596+26.2% |
| Participant deferral / active EE | $3,525 | $3,565-1.1% | $4,728-25.4% | $4,027-12.5% |
| Admin fee / account holder | $2,920 | $5,232-44.2% | $6,410-54.5% | $5,403-46.0% |