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 | $232,476 | $65,557+254.6% | $64,056+262.9% | $71,457+225.3% |
| Participation rate | 84.3% | 73.2%+11.2pp | 72.3%+12.0pp | 67.9%+16.4pp |
| Annual return | 5.53% | 18.94%-13.4pp | 33.69%-28.2pp | 28.85%-23.3pp |
| Employer contribution / active EE | $4,017 | $2,669+50.5% | $2,747+46.3% | $2,588+55.3% |
| Participant deferral / active EE | $2,950 | $3,626-18.6% | $3,880-24.0% | $4,289-31.2% |
| Admin fee / account holder | $630 | $616+2.3% | $3,068-79.5% | $1,587-60.3% |