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 | $175,756 | $99,985+75.8% | $146,665+19.8% | $85,850+104.7% |
| Participation rate | 93.2% | 73.1%+20.2pp | 80.1%+13.2pp | 69.3%+23.9pp |
| Annual return | 12.98% | 18.93%-6.0pp | 22.74%-9.8pp | 318.53%-305.6pp |
| Employer contribution / active EE | $2,309 | $2,559-9.8% | $4,136-44.2% | $2,565-10.0% |
| Participant deferral / active EE | $7,351 | $4,006+83.5% | $5,506+33.5% | $3,952+86.0% |
| Admin fee / account holder | $1,880 | $7,702-75.6% | $10,280-81.7% | $6,260-70.0% |