Filed November 20, 2017
Total covered: 3 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 9-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 | $102,404 | $85,766+19.4% | $136,294-24.9% | $70,131+46.0% |
| Participation rate | 83.1% | 74.2%+8.9pp | 81.9%+1.2pp | 69.5%+13.5pp |
| Annual return | 24.54% | 31.45%-6.9pp | 5155.94%-5131.4pp | 73.14%-48.6pp |
| Employer contribution / active EE | $1,214 | $2,966-59.1% | $4,695-74.1% | $2,342-48.2% |
| Participant deferral / active EE | $9,392 | $5,051+85.9% | $6,247+50.3% | $3,332+181.9% |
| Admin fee / account holder | $8,015 | $5,420+47.9% | $9,243-13.3% | $4,645+72.5% |