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 | $30,580 | $42,894-28.7% | $60,874-49.8% | $68,494-55.4% |
| Participation rate | 98.8% | 66.8%+32.0pp | 73.1%+25.7pp | 67.9%+30.9pp |
| Annual return | -7.56% | -13.98%+6.4pp | 16.90%-24.5pp | -7.84%+0.3pp |
| Employer contribution / active EE | $3,302 | $1,978+66.9% | $2,701+22.2% | $2,596+27.2% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,027-100.0% |
| Admin fee / account holder | $662 | $3,101-78.7% | $3,224-79.5% | $5,403-87.7% |