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 | $76,579 | $99,020-22.7% | $86,590-11.6% | $147,584-48.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.00% | 1312.34%-1295.3pp | 964.84%-947.8pp | 578.55%-561.6pp |
| Employer contribution / active EE | $6,112 | $3,132+95.2% | $2,839+115.3% | $4,876+25.3% |
| Participant deferral / active EE | $6,073 | $3,972+52.9% | $3,609+68.3% | $5,439+11.7% |
| Admin fee / account holder | $7,467 | $5,710+30.8% | $4,906+52.2% | $10,885-31.4% |