Filed September 29, 2021 (most recent of 13 filings on file)
Total covered: 8 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 | $201,554 | $80,717+149.7% | $154,803+30.2% | $84,808+137.7% |
| Participation rate | 92.9% | 66.8%+26.0pp | 78.1%+14.8pp | 68.3%+24.5pp |
| Annual return | 16.40% | 37.96%-21.6pp | 58.88%-42.5pp | 40.90%-24.5pp |
| Employer contribution / active EE | $7,210 | $2,761+161.1% | $4,305+67.5% | $2,631+174.0% |
| Participant deferral / active EE | $5,904 | $3,303+78.7% | $5,540+6.6% | $4,212+40.2% |
| Admin fee / account holder | $2,474 | $6,746-63.3% | $14,329-82.7% | $7,344-66.3% |