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 | $451,842 | $74,888+503.4% | $71,209+534.5% | $142,382+217.3% |
| Participation rate | 94.7% | 76.2%+18.5pp | 73.8%+21.0pp | 80.1%+14.6pp |
| Annual return | 20.10% | 345.14%-325.0pp | 282.51%-262.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $10,969 | $2,854+284.3% | $2,721+303.1% | $4,299+155.1% |
| Participant deferral / active EE | $15,779 | $4,454+254.2% | $4,175+277.9% | $6,507+142.5% |
| Admin fee / account holder | $10,887 | $5,568+95.5% | $5,349+103.5% | $12,624-13.8% |