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 | $147,436 | $167,484-12.0% | $151,611-2.8% | $134,475+9.6% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -20.77% | 7.80%-28.6pp | 3.33%-24.1pp | 417.96%-438.7pp |
| Employer contribution / active EE | $3,456 | $6,829-49.4% | $6,166-44.0% | $4,740-27.1% |
| Participant deferral / active EE | $7,887 | $8,986-12.2% | $8,363-5.7% | $6,400+23.2% |
| Admin fee / account holder | $951 | $13,783-93.1% | $11,616-91.8% | $11,426-91.7% |