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 | $34,949 | $49,227-29.0% | $70,449-50.4% | $79,858-56.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 5.40% | 30.06%-24.7pp | 109.03%-103.6pp | 31.71%-26.3pp |
| Employer contribution / active EE | $4,200 | $2,099+100.1% | $2,737+53.5% | $2,471+70.0% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,068 | $2,878-28.1% | $3,845-46.2% | $5,306-61.0% |