Filed December 21, 2023 (most recent of 2 filings on file)
Total covered: 20 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $309,868 | $109,817+182.2% | $98,442+214.8% | $167,490+85.0% |
| Participation rate | 82.4% | 75.8%+6.5pp | 73.3%+9.0pp | 82.1%+0.2pp |
| Annual return | 21.54% | 1956.69%-1935.1pp | 1492.73%-1471.2pp | 478.56%-457.0pp |
| Employer contribution / active EE | $8,236 | $3,224+155.5% | $2,960+178.3% | $4,837+70.3% |
| Participant deferral / active EE | $12,854 | $4,673+175.1% | $4,276+200.6% | $6,341+102.7% |
| Admin fee / account holder | $42,735 | $6,753+532.9% | $5,949+618.3% | $12,309+247.2% |