Filed July 3, 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 | $59,550 | $90,503-34.2% | $78,689-24.3% | $273,961-78.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.83% | 75.60%-64.8pp | 62.18%-51.3pp | 41.45%-30.6pp |
| Employer contribution / active EE | $4,101 | $3,176+29.1% | $2,851+43.9% | $4,869-15.8% |
| Participant deferral / active EE | $4,229 | $3,901+8.4% | $3,517+20.2% | $5,287-20.0% |
| Admin fee / account holder | $20,442 | $5,263+288.4% | $4,510+353.2% | $10,132+101.8% |