Filed September 22, 2023 (most recent of 4 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 | $59,815 | $81,460-26.6% | $103,333-42.1% | $80,856-26.0% |
| Participation rate | 84.9% | 66.8%+18.1pp | 74.5%+10.4pp | 67.6%+17.3pp |
| Annual return | 11.63% | 25.55%-13.9pp | 24.88%-13.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,227 | $3,105-60.5% | $3,868-68.3% | $2,755-55.5% |
| Participant deferral / active EE | $4,329 | $3,869+11.9% | $5,057-14.4% | $4,296+0.8% |
| Admin fee / account holder | $7,070 | $6,566+7.7% | $8,355-15.4% | $6,918+2.2% |