Filed May 1, 2017
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 | $161,138 | $109,881+46.6% | $150,045+7.4% | $84,808+90.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.25% | 28.25%-10.0pp | 62.55%-44.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $7,063 | $3,561+98.3% | $4,693+50.5% | $2,631+168.5% |
| Participant deferral / active EE | $8,306 | $6,636+25.2% | $7,997+3.9% | $4,212+97.2% |
| Admin fee / account holder | $1,898 | $8,568-77.8% | $13,435-85.9% | $7,344-74.2% |