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.
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 | $188,809 | $201,272-6.2% | $184,203+2.5% | $145,922+29.4% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 14.58% | 29.00%-14.4pp | 28.81%-14.2pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,437 | $7,022-65.3% | $6,427-62.1% | $4,660-47.7% |
| Participant deferral / active EE | $4,253 | $9,806-56.6% | $9,131-53.4% | $6,688-36.4% |
| Admin fee / account holder | $362 | $16,364-97.8% | $13,901-97.4% | $13,397-97.3% |