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 | $156,023 | $81,900+90.5% | $119,609+30.4% | $68,494+127.8% |
| Participation rate | 84.3% | 71.9%+12.4pp | 79.3%+5.1pp | 67.9%+16.4pp |
| Annual return | -17.11% | -23.82%+6.7pp | -14.97%-2.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,280 | $2,693-15.4% | $4,232-46.1% | $2,596-12.2% |
| Participant deferral / active EE | $7,289 | $4,148+75.7% | $5,602+30.1% | $4,027+81.0% |
| Admin fee / account holder | $2,838 | $6,582-56.9% | $10,323-72.5% | $5,403-47.5% |