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 | $195,511 | $110,094+77.6% | $151,611+29.0% | $68,494+185.4% |
| Participation rate | 97.4% | 84.0%+13.4pp | 87.5%+9.9pp | 67.9%+29.5pp |
| Annual return | -14.85% | -10.12%-4.7pp | 3.33%-18.2pp | -7.84%-7.0pp |
| Employer contribution / active EE | $11,930 | $4,471+166.9% | $6,166+93.5% | $2,596+359.5% |
| Participant deferral / active EE | $7,569 | $6,527+16.0% | $8,363-9.5% | $4,027+87.9% |
| Admin fee / account holder | $17,526 | $7,719+127.1% | $11,616+50.9% | $5,403+224.4% |