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 | $40,669 | $53,777-24.4% | $134,143-69.7% | $79,858-49.1% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 13.82% | 19.01%-5.2pp | 36.33%-22.5pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,529 | $1,321+15.7% | $3,704-58.7% | $2,471-38.1% |
| Participant deferral / active EE | $2,898 | $2,420+19.7% | $3,499-17.2% | $3,740-22.5% |
| Admin fee / account holder | $1,670 | $3,984-58.1% | $6,684-75.0% | $5,306-68.5% |