Filed September 30, 2022 (most recent of 3 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 | $140,812 | $94,529+49.0% | $140,016+0.6% | $64,186+119.4% |
| Participation rate | 96.8% | 84.1%+12.7pp | 87.5%+9.3pp | 69.6%+27.2pp |
| Annual return | -1.32% | 7.77%-9.1pp | 651.12%-652.4pp | 7.63%-9.0pp |
| Employer contribution / active EE | $6,129 | $3,812+60.8% | $5,606+9.3% | $2,381+157.4% |
| Participant deferral / active EE | $6,294 | $5,250+19.9% | $6,927-9.1% | $3,470+81.4% |
| Admin fee / account holder | $3,253 | $6,741-51.7% | $10,705-69.6% | $4,888-33.5% |