Filed August 15, 2018
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 | $62,836 | $105,998-40.7% | $92,233-31.9% | $147,584-57.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.10% | 50.05%-29.9pp | 176.28%-156.2pp | 578.55%-558.4pp |
| Employer contribution / active EE | $5,305 | $4,333+22.4% | $3,679+44.2% | $4,876+8.8% |
| Participant deferral / active EE | $6,008 | $4,478+34.2% | $3,897+54.2% | $5,439+10.5% |
| Admin fee / account holder | $2,340 | $6,332-63.1% | $5,194-55.0% | $10,885-78.5% |