Filed April 26, 2023 (most recent of 3 filings on file)
Total covered: 3 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 | $58,035 | $153,772-62.3% | $133,980-56.7% | $273,961-78.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.37% | 36.51%-31.1pp | 29.30%-23.9pp | 41.45%-36.1pp |
| Employer contribution / active EE | $1,884 | $6,029-68.8% | $5,211-63.9% | $4,869-61.3% |
| Participant deferral / active EE | $4,568 | $6,958-34.4% | $6,282-27.3% | $5,287-13.6% |
| Admin fee / account holder | $377 | $11,765-96.8% | $9,324-96.0% | $10,132-96.3% |