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 | $36,680 | $46,553-21.2% | $64,056-42.7% | $75,163-51.2% |
| Participation rate | 98.7% | 65.9%+32.8pp | 72.3%+26.4pp | 67.2%+31.5pp |
| Annual return | -0.11% | 26.03%-26.1pp | 33.69%-33.8pp | 160.62%-160.7pp |
| Employer contribution / active EE | $3,688 | $1,974+86.9% | $2,747+34.3% | $2,670+38.1% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,880-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,687 | $2,952-42.8% | $3,068-45.0% | $5,651-70.1% |