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 | $149,297 | $91,190+63.7% | $178,490-16.4% | $79,858+87.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.64% | 24.19%-5.5pp | 151.07%-132.4pp | 31.71%-13.1pp |
| Employer contribution / active EE | $7,069 | $3,256+117.1% | $5,011+41.1% | $2,471+186.1% |
| Participant deferral / active EE | $9,912 | $3,236+206.3% | $5,202+90.6% | $3,740+165.0% |
| Admin fee / account holder | $2,588 | $6,751-61.7% | $13,984-81.5% | $5,306-51.2% |