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 | $95,821 | $83,477+14.8% | $125,175-23.5% | $72,985+31.3% |
| Participation rate | 88.0% | 73.3%+14.7pp | 79.8%+8.2pp | 69.5%+18.5pp |
| Annual return | 20.74% | 25.78%-5.0pp | 43.79%-23.1pp | 81.00%-60.3pp |
| Employer contribution / active EE | $4,254 | $2,345+81.4% | $3,865+10.0% | $2,440+74.3% |
| Participant deferral / active EE | $5,937 | $3,585+65.6% | $4,937+20.3% | $3,607+64.6% |
| Admin fee / account holder | $5,267 | $5,517-4.5% | $9,702-45.7% | $5,124+2.8% |