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 | $179,587 | $148,534+20.9% | $135,903+32.1% | $139,434+28.8% |
| Participation rate | 77.3% | 83.9%-6.6pp | 81.9%-4.6pp | 80.3%-3.0pp |
| Annual return | 14.16% | 79.19%-65.0pp | 68.23%-54.1pp | 372.94%-358.8pp |
| Employer contribution / active EE | $3,245 | $5,243-38.1% | $4,856-33.2% | $4,751-31.7% |
| Participant deferral / active EE | $9,281 | $8,100+14.6% | $7,758+19.6% | $6,710+38.3% |
| Admin fee / account holder | $85,982 | $12,400+593.4% | $10,762+698.9% | $11,403+654.1% |