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 | $28,353 | $49,227-42.4% | $70,449-59.8% | $79,858-64.5% |
| Participation rate | 98.4% | 69.2%+29.2pp | 75.1%+23.4pp | 69.6%+28.8pp |
| Annual return | 4.73% | 30.06%-25.3pp | 109.03%-104.3pp | 31.71%-27.0pp |
| Employer contribution / active EE | $3,619 | $2,099+72.4% | $2,737+32.2% | $2,471+46.5% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $842 | $2,878-70.7% | $3,845-78.1% | $5,306-84.1% |