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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,320 | $148,978+75.4% | $200,582+30.3% | $84,808+208.1% |
| Participation rate | 98.7% | 84.2%+14.5pp | 86.9%+11.8pp | 68.3%+30.4pp |
| Annual return | 15.26% | 28.16%-12.9pp | 42.33%-27.1pp | 40.90%-25.6pp |
| Employer contribution / active EE | $16,840 | $4,815+249.7% | $6,419+162.4% | $2,631+540.1% |
| Participant deferral / active EE | $9,495 | $7,142+33.0% | $9,331+1.8% | $4,212+125.5% |
| Admin fee / account holder | $29,287 | $13,977+109.5% | $16,305+79.6% | $7,344+298.8% |