Filed October 19, 2015
Total covered: 4 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 | $25,498 | $115,770-78.0% | $101,248-74.8% | $158,922-84.0% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 17.46% | 56.14%-38.7pp | 46.47%-29.0pp | 302.83%-285.4pp |
| Employer contribution / active EE | $4,956 | $4,175+18.7% | $3,660+35.4% | $4,761+4.1% |
| Participant deferral / active EE | $14,252 | $4,957+187.5% | $4,370+226.1% | $5,982+138.2% |
| Admin fee / account holder | $842 | $7,245-88.4% | $5,945-85.8% | $11,246-92.5% |