Filed January 11, 2017
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 | $32,558 | $133,958-75.7% | $112,228-71.0% | $134,475-75.8% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.1%-2.3pp | 81.2%-8.5pp |
| Annual return | -17.66% | 47.11%-64.8pp | 27.45%-45.1pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,371 | $4,038-41.3% | $3,635-34.8% | $4,740-50.0% |
| Participant deferral / active EE | $3,164 | $5,291-40.2% | $4,728-33.1% | $6,400-50.6% |
| Admin fee / account holder | $994 | $7,489-86.7% | $6,410-84.5% | $11,426-91.3% |