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 | $240,641 | $138,347+73.9% | $184,203+30.6% | $80,856+197.6% |
| Participation rate | 97.5% | 83.9%+13.6pp | 86.8%+10.7pp | 67.6%+29.9pp |
| Annual return | 12.18% | 20.02%-7.8pp | 28.81%-16.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $13,999 | $4,850+188.6% | $6,427+117.8% | $2,755+408.2% |
| Participant deferral / active EE | $8,934 | $7,071+26.4% | $9,131-2.2% | $4,296+108.0% |
| Admin fee / account holder | $10,312 | $10,483-1.6% | $13,901-25.8% | $6,918+49.1% |