Filed March 2, 2022 (most recent of 4 filings on file)
Total covered: 14 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 | $119,980 | $78,705+52.4% | $117,854+1.8% | $70,131+71.1% |
| Participation rate | 92.7% | 73.2%+19.5pp | 79.7%+13.0pp | 69.5%+23.1pp |
| Annual return | 16.54% | 23.30%-6.8pp | 335.08%-318.5pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,941 | $2,223-12.7% | $3,786-48.7% | $2,342-17.1% |
| Participant deferral / active EE | $5,272 | $3,297+59.9% | $4,482+17.6% | $3,332+58.2% |
| Admin fee / account holder | $9,474 | $5,065+87.0% | $8,020+18.1% | $4,645+104.0% |