Filed September 5, 2023 (most recent of 5 filings on file)
Total covered: 11 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 | $169,484 | $49,177+244.6% | $79,464+113.3% | $64,186+164.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -5.08% | -1.16%-3.9pp | 718.14%-723.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $13,719 | $2,076+560.7% | $2,800+389.9% | $2,381+476.2% |
| Participant deferral / active EE | $7,728 | $2,821+173.9% | $3,704+108.7% | $3,470+122.7% |
| Admin fee / account holder | $15,541 | $3,839+304.8% | $5,113+204.0% | $4,888+217.9% |