Filed September 13, 2018
Total covered: 6 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 | $50,916 | $82,032-37.9% | $123,104-58.6% | $59,632-14.6% |
| Participation rate | 84.9% | 83.2%+1.7pp | 86.8%-1.9pp | 68.7%+16.2pp |
| Annual return | -1.38% | 5.12%-6.5pp | 13.22%-14.6pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $3,124 | $3,297-5.2% | $5,151-39.4% | $2,203+41.8% |
| Participant deferral / active EE | $4,082 | $4,667-12.5% | $6,230-34.5% | $3,192+27.9% |
| Admin fee / account holder | $1,583 | $5,881-73.1% | $9,015-82.4% | $4,297-63.2% |