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 | $33,403 | $125,758-73.4% | $169,993-80.4% | $75,163-55.6% |
| Participation rate | 81.0% | 83.6%-2.6pp | 87.0%-6.0pp | 67.2%+13.8pp |
| Annual return | 17.00% | 27.20%-10.2pp | 53.37%-36.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $3,854 | $4,615-16.5% | $6,785-43.2% | $2,670+44.3% |
| Participant deferral / active EE | $4,746 | $6,837-30.6% | $10,408-54.4% | $4,125+15.0% |
| Admin fee / account holder | $3,015 | $8,173-63.1% | $12,815-76.5% | $5,651-46.6% |