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 | $216,635 | $125,758+72.3% | $169,993+27.4% | $75,163+188.2% |
| Participation rate | 97.5% | 83.6%+13.9pp | 87.0%+10.5pp | 67.2%+30.3pp |
| Annual return | 17.02% | 27.20%-10.2pp | 53.37%-36.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $12,184 | $4,615+164.0% | $6,785+79.6% | $2,670+356.3% |
| Participant deferral / active EE | $8,573 | $6,837+25.4% | $10,408-17.6% | $4,125+107.8% |
| Admin fee / account holder | $19,085 | $8,173+133.5% | $12,815+48.9% | $5,651+237.7% |