Filed July 16, 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 | $78,085 | $72,404+7.8% | $110,238-29.2% | $64,186+21.7% |
| Participation rate | 88.3% | 73.3%+15.0pp | 79.8%+8.5pp | 69.6%+18.7pp |
| Annual return | -5.16% | -6.29%+1.1pp | 314.74%-319.9pp | 7.63%-12.8pp |
| Employer contribution / active EE | $3,913 | $2,282+71.5% | $3,826+2.3% | $2,381+64.4% |
| Participant deferral / active EE | $5,993 | $3,469+72.7% | $4,672+28.3% | $3,470+72.7% |
| Admin fee / account holder | $3,486 | $5,664-38.5% | $8,547-59.2% | $4,888-28.7% |