Filed June 27, 2019
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 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 | $36,680 | $48,795-24.8% | $65,493-44.0% | $84,808-56.7% |
| Participation rate | 92.9% | 67.0%+25.9pp | 73.1%+19.8pp | 68.3%+24.5pp |
| Annual return | 23.99% | 20.20%+3.8pp | 982.45%-958.5pp | 40.90%-16.9pp |
| Employer contribution / active EE | $3,191 | $1,930+65.3% | $2,574+23.9% | $2,631+21.3% |
| Participant deferral / active EE | $3,452 | $2,928+17.9% | $3,961-12.9% | $4,212-18.0% |
| Admin fee / account holder | $2,804 | $3,877-27.7% | $5,028-44.2% | $7,344-61.8% |