Filed August 17, 2022 (most recent of 3 filings on file)
Total covered: 3 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 | $27,275 | $43,723-37.6% | $121,196-77.5% | $64,186-57.5% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | -4.56% | 68.91%-73.5pp | 16.93%-21.5pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,192 | $1,296-8.1% | $4,022-70.4% | $2,381-49.9% |
| Participant deferral / active EE | $1,755 | $2,280-23.0% | $3,344-47.5% | $3,470-49.4% |
| Admin fee / account holder | $6,189 | $3,501+76.8% | $5,019+23.3% | $4,888+26.6% |