Filed January 22, 2024 (most recent of 2 filings on file)
Total covered: 6 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 | $117,371 | $85,202+37.8% | $172,739-32.1% | $72,985+60.8% |
| Participation rate | 97.8% | 70.1%+27.7pp | 82.6%+15.1pp | 69.5%+28.3pp |
| Annual return | 22.74% | 27.32%-4.6pp | 802.84%-780.1pp | 81.00%-58.3pp |
| Employer contribution / active EE | $5,914 | $3,324+77.9% | $5,143+15.0% | $2,440+142.4% |
| Participant deferral / active EE | $8,123 | $3,260+149.1% | $5,198+56.3% | $3,607+125.2% |
| Admin fee / account holder | $1,855 | $5,884-68.5% | $13,954-86.7% | $5,124-63.8% |