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 | $117,879 | $150,440-21.6% | $136,294-13.5% | $147,584-20.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.05% | 1049.08%-1028.0pp | 5155.94%-5134.9pp | 578.55%-557.5pp |
| Employer contribution / active EE | $5,220 | $5,256-0.7% | $4,695+11.2% | $4,876+7.0% |
| Participant deferral / active EE | $6,961 | $6,630+5.0% | $6,247+11.4% | $5,439+28.0% |
| Admin fee / account holder | $1,804 | $10,905-83.5% | $9,243-80.5% | $10,885-83.4% |