Filed October 3, 2017
Total covered: 7 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 | $180,724 | $214,378-15.7% | $200,582-9.9% | $142,382+26.9% |
| Participation rate | 87.0% | 87.4%-0.5pp | 86.9%+0.1pp | 80.1%+6.8pp |
| Annual return | 12.95% | 46.41%-33.5pp | 42.33%-29.4pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,141 | $6,841-68.7% | $6,419-66.6% | $4,299-50.2% |
| Participant deferral / active EE | $6,862 | $9,865-30.4% | $9,331-26.5% | $6,507+5.5% |
| Admin fee / account holder | $16,881 | $17,692-4.6% | $16,305+3.5% | $12,624+33.7% |