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 | $135,173 | $167,307-19.2% | $143,757-6.0% | $134,475+0.5% |
| Participation rate | 81.0% | 84.8%-3.9pp | 80.3%+0.6pp | 81.2%-0.3pp |
| Annual return | -16.95% | 0.46%-17.4pp | -0.04%-16.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $5,403 | $5,619-3.8% | $4,951+9.1% | $4,740+14.0% |
| Participant deferral / active EE | $5,543 | $6,446-14.0% | $5,637-1.7% | $6,400-13.4% |
| Admin fee / account holder | $3,599 | $18,088-80.1% | $14,673-75.5% | $11,426-68.5% |