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 | $183,188 | $185,822-1.4% | $169,993+7.8% | $139,434+31.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.10% | 60.50%-42.4pp | 53.37%-35.3pp | 372.94%-354.8pp |
| Employer contribution / active EE | $3,503 | $7,590-53.8% | $6,785-48.4% | $4,751-26.3% |
| Participant deferral / active EE | $8,455 | $11,622-27.2% | $10,408-18.8% | $6,710+26.0% |
| Admin fee / account holder | $1,841 | $15,381-88.0% | $12,815-85.6% | $11,403-83.9% |