Filed May 29, 2024
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 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 | $77,390 | $111,535-30.6% | $105,223-26.5% | $137,256-43.6% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.0%+15.9pp | 80.0%+10.9pp |
| Annual return | 23.65% | 237.85%-214.2pp | 180.65%-157.0pp | 220.34%-196.7pp |
| Employer contribution / active EE | $1,964 | $3,939-50.2% | $3,689-46.8% | $4,156-52.8% |
| Participant deferral / active EE | $5,606 | $5,500+1.9% | $5,072+10.5% | $6,407-12.5% |
| Admin fee / account holder | $12,152 | $9,721+25.0% | $8,859+37.2% | $12,270-1.0% |