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.
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 | $92,942 | $100,041-7.1% | $149,718-37.9% | $70,131+32.5% |
| Participation rate | 93.9% | 83.6%+10.4pp | 87.1%+6.9pp | 69.5%+24.4pp |
| Annual return | 15.77% | 27.43%-11.7pp | 1501.63%-1485.9pp | 73.14%-57.4pp |
| Employer contribution / active EE | $2,615 | $3,662-28.6% | $5,445-52.0% | $2,342+11.7% |
| Participant deferral / active EE | $2,825 | $4,983-43.3% | $6,569-57.0% | $3,332-15.2% |
| Admin fee / account holder | $4,262 | $8,286-48.6% | $11,283-62.2% | $4,645-8.3% |