Filed May 22, 2023 (most recent of 5 filings on file)
Total covered: 5 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,548 | $125,758-22.4% | $169,993-42.6% | $75,163+29.8% |
| Participation rate | 93.2% | 83.6%+9.6pp | 87.0%+6.2pp | 67.2%+26.0pp |
| Annual return | 13.33% | 27.20%-13.9pp | 53.37%-40.0pp | 160.62%-147.3pp |
| Employer contribution / active EE | $2,631 | $4,615-43.0% | $6,785-61.2% | $2,670-1.4% |
| Participant deferral / active EE | $3,418 | $6,837-50.0% | $10,408-67.2% | $4,125-17.1% |
| Admin fee / account holder | $11,462 | $8,173+40.2% | $12,815-10.6% | $5,651+102.8% |