Filed January 12, 2016
Total covered: 12 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 | $203,829 | $56,897+258.2% | $84,750+140.5% | $62,891+224.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.98% | 6.30%+0.7pp | 22.78%-15.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $14,873 | $2,400+519.8% | $3,574+316.1% | $2,281+552.1% |
| Participant deferral / active EE | $9,310 | $2,709+243.7% | $3,712+150.8% | $3,203+190.7% |
| Admin fee / account holder | $3,195 | $3,581-10.8% | $5,332-40.1% | $4,296-25.6% |