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 | $66,426 | $171,865-61.3% | $149,718-55.6% | $147,584-55.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.04% | 2113.22%-2102.2pp | 1501.63%-1490.6pp | 578.55%-567.5pp |
| Employer contribution / active EE | $1,419 | $6,275-77.4% | $5,445-73.9% | $4,876-70.9% |
| Participant deferral / active EE | $4,633 | $7,271-36.3% | $6,569-29.5% | $5,439-14.8% |
| Admin fee / account holder | $19,163 | $13,799+38.9% | $11,283+69.8% | $10,885+76.0% |