Filed March 24, 2017
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,879 | $43,327-35.7% | $59,878-53.4% | $64,186-56.6% |
| Participation rate | 98.3% | 69.2%+29.2pp | 74.7%+23.6pp | 69.6%+28.8pp |
| Annual return | 9.32% | -1.55%+10.9pp | 3.46%+5.9pp | 7.63%+1.7pp |
| Employer contribution / active EE | $3,400 | $2,028+67.6% | $2,722+24.9% | $2,381+42.8% |
| Participant deferral / active EE | $0 | $2,546-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,012 | $3,005-66.3% | $3,590-71.8% | $4,888-79.3% |