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 | $153,563 | $101,724+51.0% | $164,813-6.8% | $80,856+89.9% |
| Participation rate | 92.6% | 71.8%+20.8pp | 78.6%+14.0pp | 67.6%+25.0pp |
| Annual return | 10.95% | 16.72%-5.8pp | 69.93%-59.0pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,418 | $2,953-18.1% | $4,341-44.3% | $2,755-12.2% |
| Participant deferral / active EE | $7,371 | $4,477+64.6% | $6,031+22.2% | $4,296+71.6% |
| Admin fee / account holder | $16,818 | $8,227+104.4% | $12,690+32.5% | $6,918+143.1% |