Filed December 29, 2016
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $708,801 | $105,860+569.6% | $90,749+681.1% | $134,475+427.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -12.14% | -11.01%-1.1pp | -12.16%0pp | 417.96%-430.1pp |
| Employer contribution / active EE | $18,455 | $3,462+433.0% | $2,921+531.8% | $4,740+289.4% |
| Participant deferral / active EE | $9,560 | $5,216+83.3% | $4,564+109.5% | $6,400+49.4% |
| Admin fee / account holder | $18,757 | $13,938+34.6% | $8,445+122.1% | $11,426+64.2% |