Filed January 24, 2022 (most recent of 2 filings on file)
Total covered: 15 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 | $111,272 | $79,633+39.7% | $93,789+18.6% | $68,494+62.5% |
| Participation rate | 96.5% | 75.4%+21.1pp | 81.0%+15.5pp | 67.9%+28.6pp |
| Annual return | -17.36% | -0.10%-17.3pp | -11.33%-6.0pp | -7.84%-9.5pp |
| Employer contribution / active EE | $5,252 | $3,665+43.3% | $4,323+21.5% | $2,596+102.3% |
| Participant deferral / active EE | $8,032 | $5,158+55.7% | $6,094+31.8% | $4,027+99.4% |
| Admin fee / account holder | $24,276 | $6,871+253.3% | $7,195+237.4% | $5,403+349.3% |