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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,173 | $45,073-33.1% | $69,455-56.6% | $72,985-58.7% |
| Participation rate | 98.1% | 68.5%+29.6pp | 74.6%+23.5pp | 69.5%+28.6pp |
| Annual return | -1.00% | 22.65%-23.7pp | 28.97%-30.0pp | 81.00%-82.0pp |
| Employer contribution / active EE | $4,302 | $2,054+109.4% | $2,779+54.8% | $2,440+76.3% |
| Participant deferral / active EE | $0 | $2,602-100.0% | $3,535-100.0% | $3,607-100.0% |
| Admin fee / account holder | $608 | $3,056-80.1% | $3,839-84.2% | $5,124-88.1% |