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 | $59,940 | $51,576+16.2% | $129,207-53.6% | $80,856-25.9% |
| Participation rate | 98.0% | 57.0%+41.1pp | 69.6%+28.4pp | 67.6%+30.4pp |
| Annual return | 16.83% | 20.81%-4.0pp | 9417.33%-9400.5pp | 35.59%-18.8pp |
| Employer contribution / active EE | $2,053 | $1,584+29.6% | $4,153-50.6% | $2,755-25.5% |
| Participant deferral / active EE | $2,758 | $2,669+3.4% | $4,168-33.8% | $4,296-35.8% |
| Admin fee / account holder | $660 | $4,305-84.7% | $7,715-91.4% | $6,918-90.5% |