Filed October 5, 2022 (most recent of 2 filings on file)
Total covered: 2 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 | $123,832 | $109,881+12.7% | $150,045-17.5% | $84,808+46.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.72% | 28.25%-9.5pp | 62.55%-43.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $6,891 | $3,561+93.5% | $4,693+46.8% | $2,631+161.9% |
| Participant deferral / active EE | $9,061 | $6,636+36.5% | $7,997+13.3% | $4,212+115.2% |
| Admin fee / account holder | $50,499 | $8,568+489.4% | $13,435+275.9% | $7,344+587.6% |