Filed March 29, 2022 (most recent of 4 filings on file)
Total covered: 3 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 | $96,119 | $87,841+9.4% | $133,980-28.3% | $62,891+52.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 7.99% | 12.05%-4.1pp | 29.30%-21.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $2,677 | $3,483-23.2% | $5,211-48.6% | $2,281+17.3% |
| Participant deferral / active EE | $5,053 | $4,812+5.0% | $6,282-19.6% | $3,203+57.8% |
| Admin fee / account holder | $15,028 | $5,371+179.8% | $9,324+61.2% | $4,296+249.8% |