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 | $159,697 | $138,044+15.7% | $125,339+27.4% | $134,475+18.8% |
| Participation rate | 86.4% | 84.5%+1.9pp | 82.4%+4.0pp | 81.2%+5.1pp |
| Annual return | -17.48% | 750.33%-767.8pp | 572.05%-589.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $3,485 | $5,243-33.5% | $4,814-27.6% | $4,740-26.5% |
| Participant deferral / active EE | $9,600 | $7,799+23.1% | $7,446+28.9% | $6,400+50.0% |
| Admin fee / account holder | $7,455 | $11,571-35.6% | $10,010-25.5% | $11,426-34.8% |