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 | $116,974 | $72,404+61.6% | $110,238+6.1% | $64,186+82.2% |
| Participation rate | 98.7% | 73.3%+25.4pp | 79.8%+18.9pp | 69.6%+29.1pp |
| Annual return | -7.26% | -6.29%-1.0pp | 314.74%-322.0pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,210 | $2,282-3.1% | $3,826-42.2% | $2,381-7.2% |
| Participant deferral / active EE | $6,088 | $3,469+75.5% | $4,672+30.3% | $3,470+75.5% |
| Admin fee / account holder | $4,015 | $5,664-29.1% | $8,547-53.0% | $4,888-17.9% |