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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,475 | $217,402-33.5% | $185,823-22.3% | $167,490-13.7% |
| Participation rate | 86.4% | 86.0%+0.3pp | 81.7%+4.7pp | 82.1%+4.3pp |
| Annual return | 7.63% | 148.36%-140.7pp | 122.05%-114.4pp | 478.56%-470.9pp |
| Employer contribution / active EE | $1,568 | $5,873-73.3% | $5,167-69.6% | $4,837-67.6% |
| Participant deferral / active EE | $3,729 | $6,356-41.3% | $5,568-33.0% | $6,341-41.2% |
| Admin fee / account holder | $117,977 | $19,811+495.5% | $16,237+626.6% | $12,309+858.5% |