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 | $159,578 | $95,416+67.2% | $185,823-14.1% | $85,850+85.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.07% | 23.59%-10.5pp | 122.05%-109.0pp | 318.53%-305.5pp |
| Employer contribution / active EE | $7,034 | $3,314+112.3% | $5,167+36.1% | $2,565+174.2% |
| Participant deferral / active EE | $9,461 | $3,423+176.3% | $5,568+69.9% | $3,952+139.4% |
| Admin fee / account holder | $11,952 | $7,213+65.7% | $16,237-26.4% | $6,260+90.9% |