Filed January 18, 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 | $73,876 | $77,314-4.4% | $177,989-58.5% | $80,856-8.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 11.04% | 18.09%-7.0pp | 294.48%-283.4pp | 35.59%-24.6pp |
| Employer contribution / active EE | $3,623 | $2,292+58.1% | $3,949-8.3% | $2,755+31.5% |
| Participant deferral / active EE | $7,040 | $4,411+59.6% | $6,276+12.2% | $4,296+63.9% |
| Admin fee / account holder | $1,445 | $7,191-79.9% | $10,363-86.1% | $6,918-79.1% |