Filed December 10, 2021 (most recent of 2 filings on file)
Total covered: 2 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 | $90,479 | $90,5030% | $78,689+15.0% | $273,961-67.0% |
| Participation rate | 94.7% | 76.5%+18.2pp | 73.6%+21.2pp | 83.0%+11.7pp |
| Annual return | 5.80% | 75.60%-69.8pp | 62.18%-56.4pp | 41.45%-35.7pp |
| Employer contribution / active EE | $8,649 | $3,176+172.3% | $2,851+203.4% | $4,869+77.6% |
| Participant deferral / active EE | $1,532 | $3,901-60.7% | $3,517-56.4% | $5,287-71.0% |
| Admin fee / account holder | $5,378 | $5,263+2.2% | $4,510+19.2% | $10,132-46.9% |