Filed January 12, 2022 (most recent of 4 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,469 | $110,094-74.1% | $151,611-81.2% | $68,494-58.4% |
| Participation rate | 71.7% | 84.0%-12.2pp | 87.5%-15.8pp | 67.9%+3.9pp |
| Annual return | -17.34% | -10.12%-7.2pp | 3.33%-20.7pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,969 | $4,471-33.6% | $6,166-51.8% | $2,596+14.4% |
| Participant deferral / active EE | $4,044 | $6,527-38.0% | $8,363-51.6% | $4,027+0.4% |
| Admin fee / account holder | $492 | $7,719-93.6% | $11,616-95.8% | $5,403-90.9% |