Filed July 19, 2024 (most recent of 3 filings on file)
Total covered: 4 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,598 | $123,793+74.2% | $177,821+21.2% | $79,858+170.0% |
| Participation rate | 95.0% | 84.7%+10.3pp | 87.7%+7.3pp | 69.6%+25.4pp |
| Annual return | 21.09% | 22.82%-1.7pp | 48.32%-27.2pp | 31.71%-10.6pp |
| Employer contribution / active EE | $10,459 | $4,095+155.4% | $5,918+76.7% | $2,471+323.3% |
| Participant deferral / active EE | $6,474 | $5,956+8.7% | $7,714-16.1% | $3,740+73.1% |
| Admin fee / account holder | $14,610 | $7,243+101.7% | $12,427+17.6% | $5,306+175.3% |