Filed August 11, 2016
Total covered: 3 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $89,334 | $87,841+1.7% | $133,980-33.3% | $62,891+42.0% |
| Participation rate | 93.3% | 83.4%+10.0pp | 87.1%+6.3pp | 69.3%+24.0pp |
| Annual return | 10.76% | 12.05%-1.3pp | 29.30%-18.5pp | 20.14%-9.4pp |
| Employer contribution / active EE | $2,621 | $3,483-24.7% | $5,211-49.7% | $2,281+14.9% |
| Participant deferral / active EE | $2,170 | $4,812-54.9% | $6,282-65.4% | $3,203-32.2% |
| Admin fee / account holder | $2,441 | $5,371-54.6% | $9,324-73.8% | $4,296-43.2% |