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 | $200,751 | $77,634+158.6% | $156,549+28.2% | $62,891+219.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.72% | 50.32%-43.6pp | 32.23%-25.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $2,727 | $3,444-20.8% | $5,501-50.4% | $2,281+19.5% |
| Participant deferral / active EE | $5,992 | $3,045+96.7% | $4,871+23.0% | $3,203+87.1% |
| Admin fee / account holder | $1,192 | $5,561-78.6% | $13,027-90.8% | $4,296-72.2% |