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 | $37,770 | $42,894-11.9% | $60,874-38.0% | $68,494-44.9% |
| Participation rate | 98.7% | 66.8%+31.9pp | 73.1%+25.6pp | 67.9%+30.8pp |
| Annual return | -7.60% | -13.98%+6.4pp | 16.90%-24.5pp | -7.84%+0.2pp |
| Employer contribution / active EE | $3,169 | $1,978+60.2% | $2,701+17.3% | $2,596+22.1% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,027-100.0% |
| Admin fee / account holder | $498 | $3,101-83.9% | $3,224-84.6% | $5,403-90.8% |