Filed July 19, 2018
Total covered: 6 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,474 | $71,883+188.6% | $86,677+139.4% | $68,494+202.9% |
| Participation rate | 85.2% | 72.2%+12.9pp | 76.6%+8.6pp | 67.9%+17.3pp |
| Annual return | -29.96% | 3.52%-33.5pp | 35.91%-65.9pp | -7.84%-22.1pp |
| Employer contribution / active EE | $2,485 | $2,173+14.4% | $2,836-12.4% | $2,596-4.3% |
| Participant deferral / active EE | $6,584 | $3,779+74.2% | $4,656+41.4% | $4,027+63.5% |
| Admin fee / account holder | $4,977 | $6,112-18.6% | $7,493-33.6% | $5,403-7.9% |