Filed January 11, 2023 (most recent of 4 filings on file)
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,039 | $60,795+171.5% | $69,455+137.6% | $65,185+153.2% |
| Participation rate | 88.7% | 74.9%+13.8pp | 74.6%+14.1pp | 70.2%+18.5pp |
| Annual return | 3.28% | 17.46%-14.2pp | 28.97%-25.7pp | 29.38%-26.1pp |
| Employer contribution / active EE | $3,642 | $2,452+48.5% | $2,779+31.1% | $2,177+67.3% |
| Participant deferral / active EE | $2,679 | $3,162-15.3% | $3,535-24.2% | $3,514-23.8% |
| Admin fee / account holder | $2,017 | $314+542.9% | $3,839-47.5% | $847+138.1% |