Filed October 28, 2023 (most recent of 4 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 5-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 | $159,734 | $209,832-23.9% | $189,513-15.7% | $167,490-4.6% |
| Participation rate | 91.7% | 88.7%+3.0pp | 87.8%+3.9pp | 82.1%+9.6pp |
| Annual return | 0.00% | 748.27%-748.3pp | 555.15%-555.2pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,875 | $6,914-58.4% | $6,162-53.3% | $4,837-40.6% |
| Participant deferral / active EE | $6,205 | $8,935-30.6% | $8,221-24.5% | $6,341-2.1% |
| Admin fee / account holder | $916 | $14,293-93.6% | $12,045-92.4% | $12,309-92.6% |