Filed May 24, 2024 (most recent of 3 filings on file)
Total covered: 7 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 | $185,586 | $100,041+85.5% | $149,718+24.0% | $70,131+164.6% |
| Participation rate | 78.6% | 83.6%-5.0pp | 87.1%-8.5pp | 69.5%+9.0pp |
| Annual return | 15.30% | 27.43%-12.1pp | 1501.63%-1486.3pp | 73.14%-57.8pp |
| Employer contribution / active EE | $3,666 | $3,662+0.1% | $5,445-32.7% | $2,342+56.5% |
| Participant deferral / active EE | $9,154 | $4,983+83.7% | $6,569+39.3% | $3,332+174.7% |
| Admin fee / account holder | $9,529 | $8,286+15.0% | $11,283-15.5% | $4,645+105.1% |