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 | $40,666 | $106,515-61.8% | $96,683-57.9% | $139,434-70.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.58% | 38.43%-19.8pp | 35.69%-17.1pp | 372.94%-354.4pp |
| Employer contribution / active EE | $2,287 | $4,103-44.3% | $3,737-38.8% | $4,751-51.9% |
| Participant deferral / active EE | $10,213 | $5,454+87.3% | $4,878+109.4% | $6,710+52.2% |
| Admin fee / account holder | $1,215 | $7,877-84.6% | $6,730-81.9% | $11,403-89.3% |