Filed January 27, 2023 (most recent of 2 filings on file)
Total covered: 4 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 | $100,914 | $85,766+17.7% | $136,294-26.0% | $70,131+43.9% |
| Participation rate | 92.3% | 74.2%+18.2pp | 81.9%+10.4pp | 69.5%+22.8pp |
| Annual return | 16.10% | 31.45%-15.4pp | 5155.94%-5139.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $3,647 | $2,966+22.9% | $4,695-22.3% | $2,342+55.7% |
| Participant deferral / active EE | $6,575 | $5,051+30.2% | $6,247+5.2% | $3,332+97.3% |
| Admin fee / account holder | $14,133 | $5,420+160.7% | $9,243+52.9% | $4,645+204.2% |