Filed October 17, 2024 (most recent of 3 filings on file)
Total covered: 8 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 | $72,135 | $39,122+84.4% | $57,179+26.2% | $62,891+14.7% |
| Participation rate | 88.3% | 70.5%+17.8pp | 75.3%+13.0pp | 69.3%+19.0pp |
| Annual return | 6.59% | 9.23%-2.6pp | 14.59%-8.0pp | 20.14%-13.5pp |
| Employer contribution / active EE | $3,842 | $1,874+105.0% | $2,682+43.2% | $2,281+68.4% |
| Participant deferral / active EE | $4,188 | $2,374+76.4% | $3,096+35.3% | $3,203+30.8% |
| Admin fee / account holder | $3,956 | $2,592+52.6% | $3,139+26.0% | $4,296-7.9% |