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 | $160,428 | $81,248+97.5% | $155,509+3.2% | $80,856+98.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.36% | 33.31%-18.0pp | 64.67%-49.3pp | 35.59%-20.2pp |
| Employer contribution / active EE | $8,933 | $3,100+188.1% | $4,672+91.2% | $2,755+224.3% |
| Participant deferral / active EE | $12,518 | $3,452+262.7% | $5,626+122.5% | $4,296+191.4% |
| Admin fee / account holder | $1,812 | $7,997-77.3% | $15,912-88.6% | $6,918-73.8% |