Filed August 23, 2023 (most recent of 5 filings on file)
Total covered: 2 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $99,574 | $171,865-42.1% | $149,718-33.5% | $147,584-32.5% |
| Participation rate | 94.4% | 88.2%+6.3pp | 87.1%+7.4pp | 82.8%+11.6pp |
| Annual return | 50.28% | 2113.22%-2062.9pp | 1501.63%-1451.3pp | 578.55%-528.3pp |
| Employer contribution / active EE | $1,374 | $6,275-78.1% | $5,445-74.8% | $4,876-71.8% |
| Participant deferral / active EE | $2,495 | $7,271-65.7% | $6,569-62.0% | $5,439-54.1% |
| Admin fee / account holder | $3,056 | $13,799-77.9% | $11,283-72.9% | $10,885-71.9% |