Filed January 12, 2022 (most recent of 4 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 | $42,320 | $138,347-69.4% | $184,203-77.0% | $80,856-47.7% |
| Participation rate | 80.0% | 83.9%-3.9pp | 86.8%-6.8pp | 67.6%+12.4pp |
| Annual return | 11.55% | 20.02%-8.5pp | 28.81%-17.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $3,887 | $4,850-19.9% | $6,427-39.5% | $2,755+41.1% |
| Participant deferral / active EE | $4,696 | $7,071-33.6% | $9,131-48.6% | $4,296+9.3% |
| Admin fee / account holder | $722 | $10,483-93.1% | $13,901-94.8% | $6,918-89.6% |