Filed January 30, 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 | $226,783 | $202,318+12.1% | $172,739+31.3% | $152,861+48.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.42% | 1029.65%-1008.2pp | 802.84%-781.4pp | 345.32%-323.9pp |
| Employer contribution / active EE | $2,356 | $5,856-59.8% | $5,143-54.2% | $4,762-50.5% |
| Participant deferral / active EE | $5,492 | $5,948-7.7% | $5,198+5.7% | $5,850-6.1% |
| Admin fee / account holder | $406 | $17,109-97.6% | $13,954-97.1% | $11,596-96.5% |